This webinar features highly respected economist, Larry Kotlikoff, using Maxifi to calculate how much clients can plan to spend in retirement (and pre-retirement years) in terms of discretionary spending. Larry also illustrates how to use Maxifi to optimize a pre-retiree couple's Social Security benefits and the optimal time for the same couple to begin taking withdrawals from their retirement accounts. These two strategies combine to increase the couple's lifetime discretionary spending by over $395,000. Larry also shows how a Roth conversion strategy can impact this couple's plan.
Alex Kotlikoff joins Larry to show how Maxifi can be used to help a millennial couple calculate the impact of making extra contributions to their 401(k) savings or a Roth IRA. These ideas as part of the millennial couple's analysis around an early retirement.