Topic

retirement planning

Every framework tagged “retirement planning”, across sources and categories.

9frameworks
Quality
Showing 1–9 of 9
001
Lower Expected Returns AnchoringIn-depth
The 20th century was exceptional — build your retirement plan around something closer to 5% real
months
→002
Cohort vs. Conveyor-Belt Financial PlanningIn-depth
Median-by-age data is a snapshot of one era's rules, not a forecast of yours.
weeks
→003
Dividend Income Replacement FormulaIn-depth
Calculate the exact capital you need to retire on dividend income while beating inflation.
days
→004
The Total Money Makeover Wealth Building Framework
Build wealth, not debt
months
→005
The Roth IRA Optimization Framework
Maximize Roth IRA Benefits
months
→006
The 401(k) Rollover Framework
Smart 401(k) Rollover
weeks
→007
The Saving-Spending Balance Framework
Calculate the gap, tape it to your closet door, and close it over time.
months
→008
Lifecycle Investment Guide
Adjust your asset allocation as you age from aggressive to conservative
ongoing
→009
The Wealth Stages Model
Shift your investment strategy between accumulation and preservation phases
ongoing
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