Getting Safely Through Retirement
A New Paradigm in Retirement Planning
1st Edition
Published on 16. June 2023
182 pages
979-8-218-22869-9 (ISBN)
Description
Over 50% of retirees will die broke and little has been done to fix the issue. Most of America is still using traditional retirement plan modeling that started back in the 1970s with the creation of the individual retirement account (IRA) and the 401(k). Getting Safely Through Retirement: A New Paradigm in Retirement Planning invites the reader to step outside the box of traditional retirement planning so they can learn what it takes to get safely through the longest period of self-imposed unemployment most of them will have in their lifetime. It is what we call retirement.
More details
Person
Dave Hall is a CPA and retirement risk expert. As the founder of Retirement Risk Advisors, he has devoted his career to helping people solve retirement problems their current advisors often don't have a solution for. Dave has educated over 20% of America's CPAs on risk-based retirement topics through his various events, and he is the largest provider of risk-based retirement planning to CPAs in the country. Dave has lived in Utah, Arkansas, Nevada, Puerto Rico, and now resides in Tennessee with his wife and children.
Content
- Intro
- Contents
- Preface
- My Story
- America has a retirement problem
- Have Retirement Plans Always Been Subject to All These Risks?
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- ?The Role of Life Insurance Companies in Retirement Planning
- Five Strategies to a Risk-Free Retirement
- WHAT DO I NEED TO DO NEXT?
- Case Study Carlos and Maria Garcia
