In this video series, managing partner Sherwood Greer, CFP®, RICP®, outlines your Retirement Income Toolkit. In this video, Greer focuses your Tax Free Asset Location options. He focuses on Roth IRA & 401(k) and Life Insurance Loans as options that might possibly benefit your...
In this video series, managing partner Sherwood Greer, CFP®, RICP®, outlines your Retirement Income Toolkit. In this video, Greer focuses your Home Equity. He explains the concept of equity and how you could tap into that equity to possibly benefit your retirement income....
In this video series, managing partner Sherwood Greer, CFP®, RICP®, outlines your Retirement Income Toolkit. In this video, Greer focuses your Human Capital. He explains the concept of a step-down retirement and how your human capital could benefit your retirement income. Click below...
In this video series, managing partner Sherwood Greer, CFP®, RICP®, outlines your Retirement Income Toolkit. In this video, Greer focuses in on "Social Security." He explains one of the most costly mistakes people can make when claiming Social Security. You don't want to miss this! Click...
In this video series, managing partner Sherwood Greer, CFP®, RICP®, outlines your Retirement Income Toolkit. In this video, Greer focuses in on "taxable income." He looks at 3 areas of income: Qualified Income, Capital Gains, and Section 199A Income. He then explains how these types of...
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