Helpful Articles

The following series of short articles will provide additional information and helpful guidance on important retirement topics. Click each topic to read the associated article.

Roth Conversion – Single, Age 62 with $1,500,000 of assets

Roth Conversion: Single, Age 62 with $1,500,000 of assets This case illustrates the advantage and disadvantage of making the right ...
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Social Security – Single, age 66 with $1,500,000 of assets

Social Security Choice: Single, Age 66 with $1,500,000 of assets This case demonstrates how you can extend your portfolio’s longevity ...
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Social Security – Couple, Age 66 with $1,500,000 of assets

Social Security Choices: Couple Age 66 with $1,500,000 of assets This case demonstrates the additional longevity that is possible by ...
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Social Security – Single, Age 62 with $500,000 of assets

Social Security Choices: Single, Age 62 with $500,000 of assets This case demonstrates the additional longevity that is possible by ...
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Single, Age 62 with $1,000,000 assets & high medical expenses last two years

High Medical Expenses : Single Person Age 62 with $1 Million of Financial Assets This case demonstrates the additional longevity ...
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Single, Age 66 with $1,500,000 of assets

Withdrawal Sequence: Single, Age 66 with $1,500,000 of assets This case demonstrates how you can extend your portfolio’s longevity by ...
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Single, Age 62 with $3,000,000 of assets

Withdrawal Sequence: Single Person Age 62 with $3 Million of Financial Assets This case demonstrates how you can extend your ...
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Couple, Age 62 with $1,500,000 in assets

This case demonstrates the additional longevity that is possible by carefully managing the location and timing of asset withdrawal. By ...
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