You may have heard, "It's not what you earn, it's what you keep." No truer words have been said, especially when it comes to retirement planning. Using tax-efficient solutions and optimizing the sequence of withdrawals can improve the longevity of retirement income sources. This program teaches current strategies available to retirees and near retirees.
When I can be of service to you and your family, send an email to firstname.lastname@example.org or use my online calendar to schedule an introductory phone call.