Firm leadership
Dave Nelson
Chief Executive Officer at Tax Free Wealth Plan. 12 articles.
Firm leadership
Dave Nelson
Chief Executive Officer
Dave Nelson is Chief Executive Officer of Tax Free Wealth Plan LLC. He leads the firm and its strategist network, and writes about the bigger retirement income decisions: how to weigh guarantees against growth, and what a plan should do before any product is chosen.
Every article by Dave is reviewed by James Forren Warren, Licensed Retirement Income Strategist · License #20551202.
Guides
Annuity guideAnnuity fees and commissionsWhat each annuity fee actually costs, and how commissions really work.Annuity guideAre annuities a good investment?Not an investment technically, but a strong fit for the right retiree.Annuity guideFee-Based vs. Commission-Based AnnuitiesTwo ways an advisor gets paid, and what each one actually costs you.Annuity guideShould I buy an annuityA practical framework for deciding if an annuity fits your retirement plan.
Comparisons
ComparisonAnnuity vs. 401(k)Guaranteed income and protection versus market growth and an employer match.ComparisonAnnuity vs. PensionHow to build your own guaranteed paycheck if your employer never offered a pension.ComparisonAnnuity vs. Treasury BondsMYGAs often out-earn Treasuries. Treasuries win on access and simplicity.
Retirement planning
Retirement planningGuaranteed Income vs Market IncomeNeither wins alone. Here is what each buys, what each costs, and how to blend them.Retirement planningHigh net worth retirement planningAbove roughly $5 million, the real work is tax bracket management and estate value, not running out of money.Retirement planningRetirement income engineeringA framework for turning savings into guaranteed income instead of a withdrawal rate.Retirement planningSequence of returns riskWhy the order of your returns can matter more than the average.Retirement planningSmall Business Owner Retirement PlanningThe business is the retirement plan, until the day it has to become one.
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