Free Education for Georgia Seniors
SRSIG Retirement Academy
Build income you cannot outlive. Six modules covering the strategies, products, and decisions that determine whether your retirement is financially secure — or financially stressful.
Course Curriculum
Six Modules. A Complete Income Plan.
Video lessons and written guides are coming soon. Sign up for early access or explore the topics below.
The Retirement Income Problem
Coming SoonWhy traditional savings withdrawal strategies fail — and what to do instead.
- Sequence of returns risk explained
- Why the 4% rule is not a guarantee
- The shift from accumulation to distribution
Video coming soon
The Two-Bucket Income Strategy
Coming SoonHow to separate guaranteed income from growth assets to eliminate financial anxiety in retirement.
- Bucket 1: Guaranteed income sources
- Bucket 2: Growth and legacy assets
- How to size each bucket for your lifestyle
Video coming soon
Fixed Annuities: Guaranteed Income Explained
Coming SoonWhat fixed annuities are, how they work, and when they make sense for your retirement plan.
- How fixed annuities generate guaranteed income
- Income riders and lifetime payout options
- What to watch for in annuity contracts
Video coming soon
Fixed Index Annuities: Growth With Protection
Coming SoonCapture market-linked growth with a floor of zero — no principal loss, ever.
- How index crediting strategies work
- Participation rates, caps, and spreads
- Comparing FIAs to other protected growth options
Video coming soon
Social Security Timing Strategy
Coming SoonThe most underutilized retirement income tool — and how to maximize it for your household.
- Break-even analysis: 62 vs. 67 vs. 70
- Spousal and survivor benefit strategies
- Coordinating Social Security with annuity income
Video coming soon
Roth Conversions, IRMAA & Tax Planning
Coming SoonHow to reduce taxes and Medicare surcharges in retirement through strategic income management.
- The Roth conversion window before Social Security
- How IRA withdrawals trigger IRMAA surcharges
- Building a tax-efficient retirement income stack
Video coming soon
Start Learning Now
Read the Blog While Videos Are in Production
Ready to Build Your Income Plan?
The Academy gives you the foundation. A free consultation with Adam applies it to your specific numbers — your savings, your Social Security, your Medicare costs.
Schedule a Free Consultation