Product Review

Find all of the following, explained in plain-English with no technical jargon:

• How to calculate how much you'll need saved before you can retire
• How to use annuities to minimize the risk of outliving your money
• How to choose which accounts (Roth vs. traditional IRA vs. taxable) to withdraw from each year
• When it makes sense to use a Roth IRA conversion to save on taxes
• How to choose an appropriate asset allocation for your retirement portfolio
• How to minimize taxes by proper use of an asset location strategy
• How to reliably pick winning mutual funds