The Second Act
Private
143 members
Free
The Second Act is an education-based retirement community for high-net-worth professionals with $2M–$10M+ in investable assets navigating the distribution phase of wealth.
The focus is on three core pillars of sophisticated retirement planning:
Retirement income strategy—building flexible, sustainable income that adapts to markets and real life.
Investing for retirement distributions—aligning portfolios for withdrawals, risk management, and sequence-of-returns risk.
Retirement tax strategy—understanding Roth conversions, IRMAA thresholds, capital gains planning, and multi-year tax coordination.
Educational disclaimer: For educational purposes only. No advice or client relationship is established.
skool.com/corso
A private community on retirement planning, financial freedom & life after work—design your Second Act with purpose and retire with confidence.
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