Many retirees spend decades worrying about whetherthey'll have enough money.

But what happens when you've already solved the incomeproblem?

In this case study, we examine a 65-year-old retiree witha $1.9 million portfolio, an $85,000 pension, and Social Security benefits thatcover nearly all of her retirement spending needs.

We discuss:

Why retirement planning changeswhen income is already covered
How pensions affect investmentstrategy
Roth conversion opportunitiesbefore required minimum distributions begin
Lifetime gifting strategies foradult children
Charitable planning usingQualified Charitable Distributions (QCDs)
Creating a tax-efficient legacy

If you've accumulated significant retirement assets andwant to optimize retirement, this episode is for you.

The big question isn't whether you can retire.

It's what to do next after you've already won theretirement income game.

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***This is for general education purposes only and shouldnot be considered as tax, legal or investment advice.