Discover How To Create A Retirement Plan That's Designed To Last Longer Than You™ - Without Annuitized Income Streams Or Stock/Bond Portfolios That Are All At Risk.
Inside the book and bonuses, you'll discover how I...
- Create retirement plans that are designed to last longer than you without relying on annuitized income streams.
- Design portfolios to keep income coming in without accentuating losses when markets are down.
- Prepare clients for when markets crash so they can keep enjoying their retirement when others are experiencing sleepless nights.
- Minimize taxes by optimizing the sources of income throughout the plan years.
- Diversify assets into different portfolios based on their purpose.
- Optimize Social Security within the plan so that the overall retirement plan benefits.
- Proactively minimize future tax liabilities each year through a variety of common and not-so-common strategies.
- Prepare clients for future flat market cycles that could last 10+ years.
- Anticipate Medicare premiums so that you can potentially pay less when you turn 65.
- Structure charitable giving to your kids and grandkids so you can enjoy your gifts with them while you are alive.
- And more
In addition to the book, you'll get access to the following bonuses:
- The Functional Wealth Calculator
- The Design Your Retirement In One Evening Workbook
- 12 Common Retirement Mistakes
- Invitations to Exclusive Events
- The Audiobook
This book is a marketing publication for Kedrec, LLC