A Different Way to Think About Your IRA

A Different Way to Think About Your IRA

The decades-long transition from defined benefit plans to defined contribution plans has opened a range of options and opportunities for individuals who have accumulated wealth from a lifetime of work. In this paper, we offer a different perspective on how to optimize these vehicles to replace income produced from formal employment. Leveraging the power of the IRA to create an independent source of income is but one tenet of an overall portfolio strategy which we describe as “Income Replacement Therapy.”

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