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ARIZONA'S TRUSTED RETIREMENT INCOME
&
LEGACY PLANNING SPECIALIST
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Retirement Income - Legacy/Estate Planning - Social Security Optimization - Medicare Guidance
***** E S T . A R I Z O N A 2012 *****
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Download Your FREE Playbook
18 pages14 min read
The Retirement Income Playbook
Turn Your Savings Into a Lifetime Paycheck
A step-by-step framework for converting your 401(k), IRA, and savings into guaranteed lifetime income — without running out of money.
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The 4% Rule — and why it may no longer work
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How to build a 3-bucket income strategy
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When guaranteed annuities outperform the market
20 pages16 min read
Medicare Decoded
Parts A, B, C & D — Without the Jargon
A plain-English roadmap to Medicare enrollment, costs, IRMAA surcharges, and choosing the right plan. Avoid the costly mistakes 1 in 3 retirees make.
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When to enroll (and the penalty for being late)
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Original Medicare vs. Medicare Advantage compared
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How Part D drug coverage actually works
18 pages14 min read
The Annuity Buyer's Guide
Choose the Right One — Avoid the Costly Mistakes
Fixed, variable, indexed, immediate — what's the difference, who pays the highest commissions, and which is right for you?
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The 4 main types of annuities explained
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How to spot a bad annuity in 60 seconds
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Living benefits and income riders decoded
16 pages12 min read
Social Security Maximizer Checklist
Add $100,000+ to Your Lifetime Benefits
The exact claiming strategies — for singles, couples, divorced, and widowed — that the Social Security Administration won't teach you.
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Why claiming at 62 costs the average person $182,000
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The 8% guaranteed return for waiting past FRA
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Spousal & survivor benefit optimization
