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Professor of Taxation,
The American College of Financial Services
Dave Littell is the co-creator of the Retirement Income Certified Professional® (RICP®) program and a Professor of Taxation at The American College of Financial Services. He focuses on retirement income process, strategies and solutions to increase retirement security for consumers, business owners and their advisers through digestible retirement education.
His most recent work with his Retirement Income Roadmap details the steps needed to create a customized retirement strategy based on his 35 years working through the pitfalls and opportunities of retirement planning.
A native of Chicago, Professor Littell holds a BA degree in psychology from Northwestern University and earned his JD at the Boston University School of Law. He is also actively involved in the sport of fencing, was a member of the 1988 U.S. Olympic Fencing Team and was a fencing coach at Haverford College from 1999 to 2006.
A retirement income specialist shares three important lessons he's learned during his own financial and mental journey as he gets ready to dive into retirement. His personal insights could help guide your path as well.
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Mental preparation is just as important for retirement as financial planning. What kind of life do you want to lead? Answering these questions will help you find out.
If you are still working and earning an income, it might never be too late to take advantage of the tax benefits that Roths offer.
Take it from a professor who has spent the last 10 years focusing on the distribution phase of retirement, here are some lessons to live by.