Discover why asset allocation and the 4% rule may no longer be viable.
The prevalent retirement income methodology of recent history may carry significant consequences, because it doesn’t solve for sequence risk and longevity risk. This comprehensive book shares a modern approach to income planning for today’s retirees.
Complete the form and we’ll mail you a copy of David Gaylor’s groundbreaking book, Income Allocation.
*A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved
