Build a Confident, Annuity-Free Retirement Portfolio

A step-by-step guide to replacing expensive annuities with a simple, evidence-based portfolio

• How to evaluate if your current payout options are hurting your retirement plan
• The simple portfolio structure that replaces complex annuities and transfers any remaining capital to your survivors
• Exact steps to transition without blowing up your tax situation
• How to talk to your advisor (or find one) who supports this strategy