Get the Guide to Building Your Retirement Paycheck
Saving for retirement and spending in retirement are two different skills. This guide walks through how retirees turn accounts into income, with a worked example and the questions worth answering before your first withdrawal.
What's Inside
- How to translate a lifetime of savings into reliable monthly income
- The three income approaches most retirees choose between
- A worked example you can adapt to your own numbers
- The withdrawal-order decision that affects your taxes for decades
Get Your Resource Guide
Alan Trotsky has been a financial professional for over 40 years. Prior to entering the insurance industry, Alan worked as a CPA serving clients with tax and financial planning. He also has experience providing consulting services to numerous businesses in various industries.
For over 10 years, Alan has transitioned to helping individuals and businesses with their insurance and financial needs and is licensed in the State of Michigan.
Alan works extensively with those on Medicare and specializes with their Medicare options and choices. He also assists with Social Security planning as well as other Insurance needs.
As an independent agent, Alan represents many major companies and offers a wide array of product options such as Medicare supplement and advantage plans, prescription drug plans, Life and Health, Annuities, and others. Alan’s promise is to assist you in finding the best product at the best prices based on your needs.
When Alan is not assisting his clients, he enjoys spending time with his family including his two grandchildren, which keeps him quite busy. He also enjoys following the local sports teams and is a big college and professional football fan. He also likes to exercise by riding his bicycle whenever he has the chance. He has lived in the metro Detroit area for over 40 years.
Alan earned a Bachelor of Science degree from The Ohio State University and an MBA in finance degree from Wayne State University.