Free Retirement Guide
•
For $1M+ Portfolios
How to Retire Comfortably on $2M
A data-driven framework for turning $2 million into sustainable, tax-efficient retirement income.
“Saved us thousands of dollars in taxes this year alone.”
— Stu, FAN Client
“A clearer understanding of tax-efficient withdrawal strategy.”
— Brad, FAN Client
What’s Inside
Real-world $2M scenarios
See exactly how long $2M lasts at your age
Beyond the 4% rule
Why the 4% rule fails high-net-worth retirees
Roth conversion sequencing
Cut your lifetime tax bill with Roth conversions
Sequence-of-returns risk
How a bad first year can wreck a 30-year plan
The 3-bucket strategy
Structure your income so you never sell at a loss
Social Security timing
Claim too early and lose tens of thousands
Read It, And You'll Know How To:
1
Make Your Money Last
- How long $2M lasts under different conditions
- Modern withdrawal strategies
- Sequence-of-returns risk
2
Keep More From the IRS
- Roth conversion strategies
- Plan for $300k+ in healthcare costs
- Common high-net-worth mistakes
3
Turn Assets Into Income
- Social Security timing
- The 3-bucket portfolio structure
- A flexible year-by-year plan
“Attending the retirement classes at FAN provided me with a much clearer understanding of how to structure a tax-efficient withdrawal strategy.”
Brad, FAN Client
Free Retirement Guide