What determines your success in retirement?
74% of your income in retirement is impacted by how much you save, and 26% is the result of investment return and asset allocation.
Traditional planning fails most high-income individuals and families due to:
- Conventional guidance is for the masses, not high-income households.
- Generally-accepted advice focuses on 26% of the problem.
- Standard advice neglects future tax risk.
We show people how to create more tax-free income for retirement in a short period of time, while reducing several risks, and increasing numerous benefits without altering or changing your current lifestyle.
You can't fix a problem if you only focus on 26% of the issue. The key to retirement success is how much you invest (not where).