The Retirement Masterclass

Successful retirement planning involves far more than choosing investments.

It requires coordinating retirement income from savings, Social Security planning, taxes, market risk, inflation, the potential early death of a spouse, and perhaps long-term care planning, over a retirement that may last 30 or more years.

When those paychecks stop, it’s gametime.

Most retirement books focus on one piece of retirement planning, investing, Social Security, taxes, or annuities. Very few show you how all the pieces fit together and connect the dots.

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