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Maintaining Purchasing Power

With today’s retirement projected to last 30 plus years, inflation risk is much more of a threat for today’s retirees than it was for their parents.

Inflation constantly erodes purchasing power through increased costs while income taxes reduce the potential of investable earnings.

What inflation rate should be used for the next 25 to 30 years?

Everyone has a desire to optimize tax consequences, in practice this is complicated by the uncertainty of plan assumptions:

  • How do you decide what assets to use first, qualified
    or non-qualified assets?
  • On a historical basis, ordinary income rates are
    relatively low today. Where will they be in 10 years?
  • Social Security is subject to taxation.

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