Making It Make Sense: The Roth 5-Year Rule
- Broadridge Content
The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.
Income You Can Retire On
Turn Savings into Freedom
Work Optional, Income Dependable
Your Paycheck, Reimagined
Coordinated Strategies for a Confident Retirement
Guidance You Can Trust For What's Next
Your Retirement Begins With a Conversation
Retirement Starts Here
Retirement Starts Here
Welcome to Schultz Retirement Income Solutions!
I help clients turn their lifetime of savings into a dependable income stream. Together, we’ll create a clear plan that minimizes taxes and aligns your investments, Social Security, pensions, and other assets to support your lifestyle throughout retirement.
I am committed to "teeing" you up for success by offering expert advice, encouragement, and logistical help.
"Caddying people through the back nine of their lives by providing guidance, support, and friendships during the later years of life's journey."
Learn more about what the Portfolio Risk Analysis tool can do for you:
Free Portfolio Risk Analysis
Take the next step and use the complimentary Portfolio Risk Analysis below, a tool that will help us begin developing the right investment strategy for you.
From Paycheck to Purpose
Learn How I Can Help
Retirement Income
Build reliable retirement income - and step away from work with confidence.
Learn More
Meet Nancy
I help position your assets to deliver consistent income and provide long‑term security.
About Me
Be in the Know
Read up on Retirement and Related Financial Topics
Premium content - with a focus on transitioning into retirement - licensed from the world’s most respected publishers including Forbes, The Wall Street Journal, Bloomberg, The New York Times, and more.
Video: Longevity Boom Reaches America’s Pets
- Bloomberg
Pet owners are increasingly extending the longevity treatments humans pursue for themselves to their dogs, experimenting with supplements, red light therapy and drugs including rapamycin even as veterinarians urge caution about unproven treatments. US pet spending is projected to reach $165 billion in 2026.
OpenAI launches ChatGPT for Teens, promising a more age-appropriate chatbot
- The Associated Press
The idea is to guide teens toward healthy AI use in an age-appropriate environment, the company said.
They Were Paying Their Student Loans. Then the Rules Changed.
- The New York Times
In an unusual move, Congress worsened terms for some existing borrowers. Now they’ll have to pay more, and for a longer term.
Almost 20% Of Gen X Don’t Plan To Stop Working — 4 Better Retirement Options
- Forbes
Planning to never retire is a dangerous retirement plan. Even if you don’t want to retire, you may not be able to continue working through no choice of your own.
A Big Airline Is Bringing Back Seatback Screens. Some Travelers May Celebrate Their Return
- Investopedia
If you’re a flier who likes seatback screens, good news: You may be seeing more of them in the skies before long.
Some Additional Materials for Your Use
Resources
Our Content Library contains articles, newsletters, and videos that can help you stay up to date on financial issues. From timely articles that reflect the current news cycle to pieces that can help guide you through major life events, you’ll find reliable, educational information here. We also provide calculators to help support a wide range of decisions you may be facing right now.