Product Overview
Find all of the following, explained in plain-English with no technical jargon:
- How to calculate how much you'll need saved before you can retire
- How to use annuities to minimize the risk of outliving your money
- How to choose which accounts (Roth vs. traditional IRA vs. taxable) to withdraw from each year
- When it makes sense to use a Roth IRA conversion to save on taxes
- How to choose an appropriate asset allocation for your retirement portfolio
- How to minimize taxes by proper use of an asset location strategy
- How to reliably pick winning mutual funds
