The Tax-free Retirement Podcast (Axios Capital Strategies)

Napkin Math vs The Retirement Buffer Analysis 3-1-24


Listen Later

The "do-it-yourself" retirement plan is often woefully shallow and incomplete, amounting to little more than "napkin math" when put under the microscope. When it comes to determining a strategy's Income Production Ability (IPA), the strategy must be stress-tested to assess its resiliency in extreme market volatility, tax-hostile environments, inflationary periods, catastrophic financial events, and more. A Retirement Buffer Analysis (part of a RIMS Report™) is a large step toward determining a retirement strategy's resilience. 

...more
View all episodesView all episodes
Download on the App Store

The Tax-free Retirement Podcast (Axios Capital Strategies)By Axios Capital Stategies