The Retirement Blueprint

WHAT YOU'LL LEARN • The five pillars of a sound retirement plan, and how they work together • How to close gaps in your retirement income • Social Security strategies, and mistakes that cost retirees thousands • How to identify and avoid common Social Security claiming mistakes • Why sequence-of-returns risk matters most in your early retirement years • How to manage market risk and protect against inflation • Traditional vs. Roth: which makes sense for your tax picture • How RMDs and IRMAA surcharges can affect your income • Wills, trusts, and powers of attorney: the estate planning basics • How to plan for long-term care before it becomes a crisis