Max Income, Targeted Income, Legacy: Understanding Your Retirement Plan Style

Advisory

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August 18, 2026

This episode of the Rundown, Kirk and Michael break down the three plan styles behind every retirement we build: Max Income, Targeted Income, and Legacy. Watch to better understand which style you have and how it supports your retirement goals. ​

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This episode of the Rundown, Kirk and Michael break down the three plan styles behind every retirement we build: Max Income, Targeted Income, and Legacy. Watch to better understand which style you have and how it supports your retirement goals.

In case you missed it, be sure to go back and watch The Plan Drives Everything and Sensitivity Risk of a Retirement Plan, both are referenced in this episode and add important context.

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