Wealth Management Issue
Possible Objectives or Goals for this Topic
- Developing Income Portfolio with sustainable and consistent income for life.
- Monte Carlo analysis to determine plan confidence rating to insure your money outlives you.
- Passive Income strategies and tax efficiency planning.
- Social Security strategies to maximize lifetime payout.
- Medicare coverage planning
- Required Minimum Distribution scheduling and tax reducing strategies.
- Inflation considerations and assumptions to reduce impact of inflation affect on purchasing power.
- Does it make sense to complete Roth Conversions?
- Distribution strategies from taxable, tax-deferred and tax free accounts.
- Long Term Care planning.
- Charitable Gifting in retirement.
- Reducing the negative impact from “sequence of returns risk".