Free Retirement Guide
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For $1M+ Portfolios
How to Retire Comfortably on $2M
A data-driven framework for turning $2 million into sustainable, tax-efficient retirement income.
- How long $2M can last in real-world scenarios
- Modern withdrawal frameworks beyond the 4% rule
- The California Cost Reality
- The 3-bucket retirement income structure
A clearer understanding of tax-efficient withdrawal strategy.
— Brad, FAN Client
What’s Inside
Three Areas That Determine Whether Your Retirement Works:
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