Retirement Looks Different When You See What Others Miss.
Most plans skip over the biggest threats — taxes, Medicare premiums, RMDs, and more. This sample roadmap shows what you’re likely overlooking.
Most Retirement Plans Leave These Gaps
Surprise Medicare premium hikes
Required Minimum Distributions that spike your taxes
Poor withdrawal sequencing that drains your portfolio faster
Overlooked estate planning opportunities
These aren’t fringe issues — they’re common. And most people only find out when it’s too late to fix.
What You’ll See in the Sample Report:
Tax Impact Summary
See how your current plan may trigger unnecessary taxes
Income & Distribution Planning
Understand safe withdrawal strategies
Healthcare Integration
Learn how Medicare planning fits into the picture
Actionable Steps
Concrete recommendations based on your timeline
Get the Sample Retirement Roadmap
See what your financial advisor should be walking you through.
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Your comprehensive retirement plan is only $2,000. If you decide to hire LotusGroup for ongoing wealth management within 6 months, we credit the full amount toward your advisory fee.