Go2Income
Retirement Planning

What if You Could Increase Your Retirement Income by 50% to 75%? Here's How

Combining IRA investments, lifetime income annuities and a HECM into one plan could significantly increase your retirement income and liquid savings compared to traditional planning.

June 18, 2025 Read More
Reverse Mortgages

What the HECM? Combine It With a QLAC and See What Happens

Combining a reverse mortgage known as a HECM with a QLAC (qualifying longevity annuity contract) can provide longevity protection, tax savings and liquidity for unplanned expenses.

June 06, 2025 Read More
Retirement Planning

A QLAC Does So Much More Than Simply Defer Taxes

Here are the multiple ways you can use a QLAC, from managing retirement risks to creating income for specific retirement needs and wants.

April 16, 2025 Read More
Retirement Planning

This Underused IRA Option Offers Tax Benefits and Income Security

Looking to avoid running out of money in retirement? Consider longevity protection provided by a QLAC as a component of your retirement income plan.

March 12, 2025 Read More
Long Term Care

Retirement Income Planning for Unfunded Health Care Costs

Retirement income plans often don't include late-in-life health or long-term care expenses. Here's how to cover for the unplanned withdrawals to pay for those.

February 04, 2025 Read More
Traditional IRA

How to Grow Your IRA in Retirement Rather Than Spend It Down

You really can defer RMDs and lower taxes while at the same time increasing the long-term growth of your IRA. Here's how.

December 30, 2024 Read More
Retirement Planning

How Combining Your Home Equity and IRA Can Supercharge Your Retirement

While many retirees own an IRA and a home, very few are considering how they could work together in a plan for retirement income.

December 10, 2024 Read More
Retirement Planning

How to Create a Retirement Income Plan to Cover Caregiver Costs

Getting all of your assets to work together is key to having enough retirement income to pay for caregivers and other long-term care needs.

November 14, 2024 Read More
Retirement Planning

How to Create a Retirement Plan That Checks All Your Boxes

You might consider starting with a model retirement plan that has already been assembled and is ready to be refined to meet your objectives.

October 09, 2024 Read More
Retirement Planning

A Different Way to Approach Your Mortgage in Retirement

Conventional wisdom says don't carry any mortgage into retirement, and if you can manage that debt-free feat, good for you. But there are other options.

August 28, 2024 Read More
Long Term Care

How 'Home-Based Planning' Can Address Long-Term Care Costs

Traditional planning for the cost of long-term care doesn't reflect the realities of what the costs are and how they'll be paid.

August 07, 2024 Read More
Retirement Planning

Transform Your Retirement Plan With This Powerful Combo

If you're a retiree looking for the trifecta of income, liquidity and legacy in your retirement plan, consider combining a QLAC and an HECM.

July 31, 2024 Read More
Retirement Planning

Things Change: Is It Time to Update Your Retirement Plan?

Here’s how to go about updating your retirement plan, including adding important elements, to ensure it meets all of your retirement objectives.

June 27, 2024 Read More
Retirement Planning

Annuities and Tax Planning Boost Retirement Income and More

Smart planning takes advantage of the tax benefits of lifetime income protection through annuities. But wait — there’s more.

June 20, 2024 Read More
Retirement Planning

How to Add Home Equity to Your Retirement Income Planning

Home equity is sometimes overlooked as a viable resource in retirement. You don’t have to sell your home to find income and liquidity.

June 05, 2024 Read More
Retirement Planning

The (R)evolution of Retirement Income Planning

With AI on the horizon to enable the optimization of retirement income plan choices, the retirement fortunes of retirees are about to improve.

May 07, 2024 Read More
Retirement Planning

Is Your Retirement Solution Hiding in Plain Sight?

Here’s how to use your home equity in combination with an annuity contract to produce late-in-life income.

April 25, 2024 Read More
Retirement Planning

How to Cut Your Taxes as Short-Term Interest Rates Come Down

Using after-tax savings to buy an immediate annuity could shift your taxes on income to later years, when you might have expenses that can offset higher taxes.

April 03, 2024 Read More