Retirement should be the best time of your life... not years of worry about whether your savings will last long enough.
RETIREMENT ALPHA is getting the most out of your sources of retirement income
Consider the following...
To Get to Your RETIREMENT ALPHA
These components must be considered:
Optimal Social Security Strategy
You might already know that Social Security is complicated. A Retirement Alpha Plan gives you step-by-step instructions on when/how to claim Social Security benefits, coordinated with all of your other assets to make your resources stretch longer.
Establish Protected Income
Peace of mind during your retirement can be directly linked to how much of your income is protected a.k.a. Guaranteed. The goal is to break free from the dependence on the stock market as a source of income.
Withdrawal and Investment plan
Knowing which account to spend from and when is critical in maximizing the longevity of your assets and minimizing taxes. This includes analyzing different strategies to be tax-efficient, which may allow you to spend more during retirement.