Are Annuities Good or Bad?
Annuities are neither inherently good nor bad. Annuities are just a retirement tool. Like any tool, they can be good or bad depending on their selection and usage.
Safe Withdrawal Rate vs. Optimal Withdrawal Rate
Learn the difference between a Safe Withdrawal Rate and an Optimal Withdrawal Rate. Learn more more about the factors that go into determining your Optimal Withdrawal Rate.
How to Create a Retirement Spending Plan
Learn what it is, why you need one, and how to create one. We provide a link to download an editable version of our Retirement Spending Plan tool.
Dynamic Withdrawal Rules -- A Significant Opportunity for Retirement Plan Optimization
The application of Dynamic Withdrawal Rules can do more for your retirement than all tax management strategies combined. Learn why you should consider employing this valuable retirement plan optimization strategy.
Strategies to Manage Taxes in Retirement
Several strategies can be considered to help you manage taxes in retirement. Material value can be created by adopting these strategies whether you do it yourself or with a financial advisor's help.
Dynamic Withdrawal Rules -- Higher Withdrawals With Less Risk
Adopting a dynamic rules-based approach to portfolio withdrawals can improve your lifetime income while also reducing your risk.