Types of Retirement Plans

July 11, 2026

  • This episode of the Rundown, Kirk and Michael explain 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.

Every C2 client journey starts with education.

We believe education should come before advice. That’s why we invite anyone interested in retirement planning to attend a comprehensive class hosted by the Retirement Education Foundation.