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