Mick Jagger inspired a stadium full of the poorest of the 1% (TPOTOP <$20M net worth) , three months after heart surgery and days before his 76th birthday.  Sponsored by Goldman Sachs (AfLI), TPOTOP members were helped with their struggle to navigate the maze of maximizing retirement income and meaning. 

​

Model Illustration (for 62 year old male):

 

Essential Expenses & Income, and Legacy

Housing+                  $1,500 / month

Health Care            $ 800 / month  Premium  +  $300 / month OOP

Taxes                          $ 400 / month

​

Social Security    $1,700 / month

Annuities               $  1,900 / month

                 CGAs AFHU  +      ($350,000 @ 4.7% annual)

                Jackson  +              ($150,000 @ 4.7 % annual)

     

            Reserve for Inflation.  $600 / month

​

Discretionary Expenses & Income, and Legacy

Taxes                       $20,000 / year

Entertainment  $30,000 / year

Travel                     $20,000 /  year

Gifts                         $20,000  / year

​

Dividends             $100,000 / year

             W&O Equities      5%

             OurCrowd  +

​

      Surplus   / Add to Reserve : $10,000

​

Contingencies, and Legacy

Emergency Fund

IRA / 401K

​

​

​

​