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Quickstart Report!

See how long we can make your retirement savings last!

What you get with your report:

High-level introduction to "drawdown" planning - the process of generating retirement income from your assets.

Illustration of how combining your Social Security income with a tax-efficient withdrawal strategy can make your money last longer.

Demonstration of the importance of a holistic look at all of your retirement assets when planning your withdrawal strategy.

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Your Current Age 55
Your Retirement Age 66
Spouse's Current Age 55
Spouse's Retirement Age 66

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We use academic research by the national leaders in Social Security and tax-efficient withdrawal strategies help you keep more of your hard-earned savings to enjoy in retirement.

Taxable Accounts ($)
(i.e. saving, brokerage accounts, etc.)
(i.e. 401(k), IRA, etc.)
(i.e. Roth IRA or Roth 401(k))

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Coordinate your retirement savings with an effective Social Security strategy.

Your personalized report will show you the impact of combining Social Security with a tax-efficient withdrawal plan of your assets.


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The Quickstart Report gives you a glimpse of how much more money you can find by optimizing Social Security and withdrawing your savings accounts in a smart way.


The Quickstart Report shows you how coordinating your Social Security claiming strategy with a withdrawal strategy can make your money last longer.


The Quickstart Report leverages research by our founders who are published in the leading finance publications including The Journal of Financial Planning and The Retirement Management Journal.