Retirement isn’t one plan—it’s five. On The Road to Retirement, Tripp Limehouse breaks down the five pillars that keep your plan sturdy when markets wobble and life throws curves: Income, Investments, Taxes, Healthcare, and Estate.
You’ll hear how to:
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Turn savings into reliable income (and time Social Security the smart way)
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Build volatility resilience so downturns don’t derail your withdrawals
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Cut the tax bite (RMDs, Roth conversions, IRMAA… the hits keep coming)
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Prepare for healthcare costs Medicare doesn’t cover
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Align your legacy with your values—without leaving your family a paperwork mess
If your “plan” is just an account balance, you don’t have a plan. Tripp shows you how these pillars work together so your retirement is resilient—not lucky.
Visit Limehouse Financial to learn more. Call 800-940-6979
Join us for a Social Security & Income Planning Workshop—no cost, just clarity. Details under the Events tab at Limehouse Financial.
See omnystudio.com/listener for privacy information.
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