Fred specializes in advising those transitioning into retirement and those already retired answer the questions that most perplex them: how do I harvest income in the most tax efficient way? Retirement income comes from integrating assets which form a three legged stool. Harvesting assets in the most tax efficient manner makes the difference between a successful or a stress filled retirement. The Garden of Eden in retirement planning is how long will I live. Longevity drives the decision making process. Contact us today for an initial complementary consultation. We never charge for the initial session.
Foundation Insurance Services, LLC is offering a free guide that walks you through the new changes to Social Security claiming rules’ impact on your Social Security options. Social Security planning remains a necessary source of reliable income you cannot outlive.