For Households in the 'Retirement Redzone':
The Critical 3 Years Before and After You Stop Working
Retire Smarter
How To Keep More of What You've Earned and Turn it Into Income For Life
Here's some of what you'll discover
How to legally reduce your lifetime tax burden in retirement — not just this year, but for decades to come.
The 7 costly mistakes that can quietly erode your savings in the years surrounding retirement — and what to do instead.
The NEW rules of retirement income — how to structure your withdrawals so your money lasts as long as you do. (Never again worry about running out of money.)
The hidden “Tax Bomb” that can detonate when one spouse passes — and how to protect your family before it quietly erodes your wealth
Why two families with substantial savings can experience completely different futures — and the one decision that determines which one you become.
Scott Kline, RFC®
Hi, I'm Scott Kline. My focus is retirement planning – from helping grow and protect wealth, to implementing tax-efficient retirement income distribution strategies. I hold the Registered Financial Consultant™ designation from the IARFC.
My professional passion is witnessing people's lives empowered by a solid financial plan for retirement – some literally transforming from anxiety to confidence about their future. It's gratifying, and it's why I do what I do.
So, when I'm not spending time with my wife and tending our horses, I use my professional experience and education helping people like you to plan and enjoy their retirement with confidence.
Registered Financial Consultant™
CRD#: 3061985
FINRA Series 7, Series 63 & 65
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