Retirement
Talks on protecting retirement while paying for college, and on building income that outlasts the tuition years.
Articles and talks
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Retirement
Real estate vs IRAs: which one wins?
A direct comparison. The four percent rule, why a traditional IRA has a silent partner, and what tax deferred actually postpones.
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Retirement
Roth conversion vs rental property: which saves more?
A short, direct comparison. Why a conversion adds to the income that drives your aid number, and what the same money does in a property instead.
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Retirement
A 401k, or a cabin
Lance sets a 401k beside a short-term rental and runs the same questions at both: what each deducts, what each costs to access, and what happens when you are made to sell.
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Retirement
Reverse mortgages, and what to weigh
A walk through what a home equity conversion mortgage is, the objections people raise about cost and risk, and the questions Lance thinks decide whether it fits.
Book a free strategy call
Tell us about your family, your income, and when the first tuition bill lands. We will walk through which of the four strategies apply to you, and what putting them in place would involve.