Overview

By reading Retirement Income Planning by Scott T. Moffitt, you'll gain a clear understanding of how to create a reliable, sustainable income strategy for your retirement years. This book walks you through the essential components of retirement planning, including Social Security optimization, tax-efficient withdrawals, inflation protection, and healthcare cost management. You'll learn why having a well-structured plan-and regularly reviewing it-is critical to your long-term financial security. Scott emphasizes the importance of working with a knowledgeable, trustworthy financial professional who specializes in retirement planning and operates under a fiduciary standard. The book demystifies complex financial concepts and empowers you with the tools and knowledge to make confident decisions about your financial future. Whether you're nearing retirement or already retired, this guide provides practical strategies and professional insights to help you enjoy a fulfilling, worry-free retirement.

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Author Information

Scott T. Moffitt, President and CEO of Summit Financial Group, Inc., has over 30 years of experience in the financial services industry. He is a nationally recognized expert in retirement planning and has authored two previous books, with his insights featured in numerous national publications and local Cincinnati media. Scott has spoken to thousands of financial advisors on retirement and college planning. His dedication to helping clients achieve financial security and a fulfilling retirement is the foundation of his work. Outside of his professional life, Scott is deeply involved in his family, Scott lives in Loveland, Ohio, with his wife, Cindy, and their four children, and is committed to helping others achieve their financial goals.

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