When creating a comprehensive retirement strategy, everything starts with a simple choice: how you prioritize your goals. In this video, we explain why your income plan must always be the top priority. By mapping out a clear bottom-up plan based on what you actually want to spend each month and adj…
When creating a comprehensive retirement strategy, everything starts with a simple choice: how you prioritize your goals. In this video, we explain why your income plan must always be the top priority…
When creating a comprehensive retirement strategy, everything starts with a simple choice: how you prioritize your goals. In this video, we explain why your income plan must always be the top priority. By mapping out a clear bottom-up plan based on what you actually want to spend each month and adjusting for inflation, you build a solid foundation. From there, you can calculate the necessary tax adjustments and figure out exactly how to stay below critical thresholds like IRMAA. See how a multi-year Roth conversion approach fits seamlessly into this strategy once your basic income needs are s…

