The Distribution Readiness Scorecard
You've meticulously built your wealth, mastering the "climb" of accumulation. But the "descent" into retirement spending demands an entirely different operating system. Are your safety protocols truly in place?
Traditional retirement saving focuses on growth (where volatility can be your friend). However, retirement distribution requires a Safe, Simple, and Sound strategy that treats volatility as an enemy, systematically protecting your "income floor" while still allowing for growth. As an engineer, ChFC, and Enrolled Agent, I believe in both/and solutions: integrating reliable income with inflation-beating potential and tax-smart withdrawals for true longevity.
Our new "Distribution Readiness Scorecard" offers a systematic diagnostic to help you evaluate your portfolio's preparedness. It reveals hidden risks like "Sequence of Returns" dangers, uncovers behavioral gaps, and checks for tax inefficiencies in your current plan.
For tech leaders and business owners who value robust systems and strategic risk management, this scorecard provides a framework for optimizing your financial legacy. For pre-retirees, it offers clarity and confidence, transforming complex financial concepts into actionable steps to protect yourself, your spouse, and your heirs.
Ready to test your retirement "operating system"? Take the S3 Distribution Readiness Scorecard and discover if your plan is truly built for the descent:
This post is part of our collection: S3 Retirement Distribution Mastery.
DISCLAIMER: This content is for educational purposes only and should not be considered personalized financial advice. Always consult with a qualified financial professional before making financial decisions.