Ironclad Retirement

Taxes will follow you throughout retirement. You should begin your year-end tax planning today so you can be in better financial position next year and every year. After listening to this episode, you'll understand how Year-End Tax Planning is a key part of an Iron Clad Retirement plan. 

76% of people in retirement fear running out of money more than dying. Retirement is supposed to be your golden years. It's not the time of life when you should worry about whether or not you have enough money to live. In this episode, retirement planning expert Matt Richman explains how you can enjoy retirement without worrying about running out of money.

If there is any certainty in retirement, it is that inflation will happen and that it will eat away at your income. In this episode, retirement planning expert Matt Richman explains how you can create a battalion of Retirement Inflation Fighters that will guarantee you receive a raise in your income during retirement.

Annuities can provide guaranteed income for life plus a whole lot more. Listen to this episode as retirement planning specialist Matt Richman explains some of the additional benefits an annuity can provide to you and your family. You'll learn how an annuity can provide you with income, accumulation, long-term care protection, loss of income protection, and much more.

There has been a lot of misinformation about annuities in the last few years. You hear it on TV, in the media, and online. But is it all true? Listen to this episode as retirement planning expert Matt Richman explains how annuities of today are vastly different than annuities of yesterday.

A properly structured life insurance policy can be a phenomenal resource as you plan for your retirement. Life insurance can also be used to provide for your children's college education or perhaps starting a business. Listen to this episode as retirement planning expert, Matt Richman, shares some of the additional benefits of a tax free distribution from a life insurance policy.

7 out of 10 people may ned Long-Term Care during their lifetime. How will you pay for this? Listen to retirement planning expert, Matt Richman, as he explains how a properly structured life insurance policy can help you provide for long-term care needs you may experience.

Which type of insurance should you utilize in your retirement planning? Listen to retirement expert, Matt Richman, as he explains how you can use life insurance to generate tax free income in retirement.

Converting an IRA into a Roth IRA can be a great move, but you need to understand the tax ramifications before you move forward. In this episode, Matt Richman explains what a Roth Conversion is, who can use it, and how you can take advantage of this if it's the right thing for you.

Did you realize that there are certain rules of the Roth? In this episode, retirement planning expert, Matt Richman, helps you understand a few of the most critical rules of the Roth. There are contribution limits and there are also a few back doors that you may have to use to create the retirement of your dreams. Listen to this episode, and then reach out to see how Matt Richman and his team can help you create an Iron Clad Retirement.