Case Study #2: Newly Retired
Rocky & Diane Miller
CASE STUDY #2
Pilot and Nurse
Create a reliable, tax-efficient, income stream in retirement
Rocky & Diane didn't understand the most tax-efficient way to take money out of their portfolios. They needed help deciding when to take Social Security. They also had questions about private health insurance before Medicare.
The stories of transformations reflect real clients of Pure Portfolios. Some names and identifying details have been changed to protect their privacy.
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