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Module 7: Making Your Money Last

Photo: Beets on Display.

This module addresses one of the biggest concerns of retirees...making you money throughout your lifetime. You'll learn strategies to reduce household expenses, without sacrificing your quality of life, and information about health insurance and long-term care. Also covered in this section are the recommended sequence of steps for "tax efficient" retirement asset withdrawals and the technique of Monte Carlo analysis to determine how long assets will last.

  1. Twenty Ways to Reduce Spending...and Still Have a Great Retirement
  2. Health Insurance and Long-Term Care
  3. Tax-Efficient Asset Withdrawals
  4. How Long Will Your Money Last?