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Retirement Planning Library

Welcome to the Road to Retirement™ exclusive vault of planning tools.

Retirement Planning Library

Time-Segmentation Retirement

Time-Segmentation Retirement

95% of Retirees Don't Know About This Retirement Income StrategyIn this video, Christ Merchant CFP® shares with you one of the best-kept secrets for structuring retirement income. It's called Time Segmentation. It's likely that you've never heard of this because most...

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Considering a Guaranteed Income Annuity?

Considering a Guaranteed Income Annuity?

Millions of Americans are looking for ways to guarantee an income during retirement and the guaranteed income annuity is one of the most popular options. But before you sign up, it's important to understand the potential risks involved. Join Chris  Merchant, CFP® as...

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What Modern Retirees Need to Know

What Modern Retirees Need to Know

The System Failed to Tell You This About Retirement... Most people think that their retirement income is all taken care of when they reach 65. But what if I told you that the system has failed to tell you about a very important detail? In this video, I'll reveal the...

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4% Rule | Sustainable Retirement Income?

4% Rule | Sustainable Retirement Income?

Most people think that the 4% rule is the best way to make sure they have a comfortable retirement, but what they don't know is that there are a lot of pitfalls that can come with it. Today, we're going to talk to you about something that is really important for your...

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Five Risks of Retirement™

Five Risks of Retirement™

You've worked hard your entire life, and you're finally ready to retire. But what if you're not prepared for the risks that come with retirement?  It's no secret that retirement is a major financial milestone. And like all milestones, it comes with its own set of...

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Retirement Planning Milestones

Retirement Planning Milestones

Retirement Planning Milestones: When to Seek GuidanceSeeking retirement guidance can be helpful at any time, but especially at these milestones:  Age 55: If you’re retired, you may withdraw from some 401(k) savings plans without penalty Age 59 ½: Without IRS penalty,...

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