THE ULTIMATE CHESS GAME
There are a lot of pieces – all with specific rules. And those rules can change with a stroke of a pen in Congress.
Social Security – Claiming strategies have changed!
Pension benefit options –What is your best option?
Qualified Plans: IRA/401K/403(b)/TSP – Have you factored in your “partner’s” share
Taxes – How can you avoid the largest wealth thief of all?
Inflation – Are you factoring in the stealthy decline of purchasing power?
How are you going to maximize your income strategies and minimize your risks? These decisions should be integrated, working together to ensure that your plan will actually work!