If you missed our Lutz Learning Live presentation which highlighted the key components of a successful retirement income and distribution plan, download the recording to learn:

  • What goes into a comprehensive retirement cash flow analysis and why it's so critical to ensure you don't outlive  your assets.
  • How to incorporate healthcare costs, long-term care expenses, required minimum distributions (RMDs), roth conversions, and social security claiming strategies into your plan.
  • How your annual spending impacts your investment allocation between equities and fixed income.
  • What assets to pull from and when to meet your retirement needs.