Strategies
Our model enables you to test out an infinite number of strategeis and “What if” scenarios
Strategies
- How to increase your withdrawal rates without the risk of running out of income
- Annuitizing specific assets to provide a reliable income stream
- How a reverse mortgage can provide cash flow that is not subject to income taxes
- The role whole life insurance can play in your retirement
- Selling off assets in retirement
- Mitigating the effects of inflation
Stress testing your strategy
- See how sensitive your current plan is to rising income taxes
- What happens to your plan if the stock market has consecutive years of poor performance at the outset of retirement
- The effect of one spouse dying and the resulting loss of a social security check
What if I:
- Take my social security earlier or later
- Sell my house and move to a different state
- Annuitize an asset
- Take out a reverse mortgage