Beau Henderson, RICP®, NSSA®, CFF®, BFA™
Beau Henderson is a Retirement Income Certified Professional® (RICP®), Behavioral Financial Advisor (BFA™) and Certified Financial Fiduciary® (CFF®) with over 20 years of experience helping individuals create secure, tax-efficient retirement income strategies. As the founder of RichLife Advisors, he has helped more than 4,000 households navigate retirement through personalized strategies and educational resources.
With a background in psychology and finance from the University of Georgia, Beau takes a people-first approach to retirement planning to help clients make confident, well-informed financial decisions. He is the host of The RichLife Retirement Show with Beau Henderson and a USA Today and Wall Street Journal best-selling author, with 10 books, including his latest, Social Security Clarity, which helps retirees optimize their benefits and avoid costly mistakes.
Through his books, radio shows, educational workshops and other resources, Beau is dedicated to raising the standards of financial education and empowering retirees to define and achieve their own RichLife. Recognized as the National Social Security AdvisorSM of the Year, he continues to provide actionable insights on topics ranging from Social Security and retirement income to tax planning and wealth preservation.
Kiplinger readers can access a special offer for his book Social Security Clarity for just $9.95 at SocialSecurityClarity.com (less than half the Amazon price).
Phone: (770) 249-7424 | Email: info@richlifeadvisors.com | Website: www.richlifeadvisors.com | X: @RichLifeAdvisor
Investment advisory services offered through Fiduciary Capital, Inc., a state-registered investment advisor. James Henderson (Beau) is a licensed insurance professional in Georgia. Not affiliated with or endorsed by the Social Security Administration, Medicare, or any other government agency.
Past performance is no guarantee of future results.
The case studies provided do not reflect actual clients. Any reference to securities is based upon historical data that is public sourced. No statement made herein is to suggest stock market performance or future performance, and no case study is used to imply future performance. The case studies are intended to illustrate services available through the adviser. Actual results will fluctuate with market conditions and will vary over time.
Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency.
Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If, as an example, you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.
Converting an employer plan account or traditional IRA to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including but not limited to, a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax adviser before making any decisions regarding your IRA.
