How to Retire on Time

“Hey Mike, I am in my 40s, I have maxed out all of my retirement account contributions for the year, and I have more money I want to save. Where should I put that money?” Discover why it is important to have a plan put together before you decide where you invest your excess cash flow. 

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“Hey Mike, what’s the smartest way to draw down your accounts?” Discover how to take income from your accounts, even when markets don’t look good.

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“Hey Mike, what are the types of insurance policies that are applicable in retirement?” Discover various types of insurance policies and how they can be used in retirement.

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“Hey Mike, can you retire today with $1,000,000, or is that an outdated benchmark?” Discover how to find your target retirement savings goal. 

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“Hey Mike, should my wife and I file married but separate so we can have one of us provide household income while the other does IRA to Roth conversions?” Discover when it may make sense to file Married Filing Separate and why how you file each year matters.

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“Hey Mike, can you explain the concept of 'Infinite Banking' and tell me if it is a good strategy or not?” Discover why Infinite Banking may not be as good as some would suggest, and the true numbers behind any permanent life insurance policy. 

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“Hey Mike, do you have any favorite stocks that you can recommend?” Discover a simple methodology that can help you find and vet stocks as you put your portfolio together.

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“Hey Mike, how do you get out of a bad annuity? I need more liquidity but don’t want to pay the penalty…” Discover how to get out of an annuity that has low growth potential.

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“Hey Mike, why do people buy life insurance for estate planning? Don’t they just pass on whatever is left over?” Discover when it makes sense and when it does not make sense to buy life insurance for your estate planning purposes.

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“Hey Mike, what do you do if you want to help your kids or grandkids?”Discover alternative ways to the 529 Plan when it comes to helping your kids and grandkids prepare for their future. 

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Request Your Wealth Analysis by going to www.yourwealthanalysis.com