These components must be considered:
You might already know that Social Security is complicated. A Retirement Readiness Plan gives you step-by-step instructions on when/how to claim Social Security benefits, coordinated with all of your other assets to make your resources stretch longer.
Peace of mind during your retirement can be directly linked to how much of your income is protected a.k.a. Guaranteed. The goal is to break free from the dependence on the stock market as a source of income.
Knowing which account to spend from and when is critical in maximizing the longevity of your assets and minimizing taxes. This includes analyzing different strategies to be tax-efficient, which may allow you to spend more during retirement.