Darryl Rosen MBA, RICP

Darryl Rosen is the founder of Retirement info Chicago, and operates this blog on taxation. He is obsessed with helping people create safety, simplicity and strength in their financial future. Darryl’s clients enjoy his straight-forward, plain-spoken guidance, strategies to minimize taxes and ability to generate investment returns, while minimizing risk so his clients can sleep at night! Darryl is licensed to provide guidance on securities and insurance solutions and has achieved the highly desired Retirement Income Certified Professional (RICP) designation. He focuses not only on asset accumulation, but also on the de-accumulation of assets and creating a sustainable livelihood for clients in retirement. 

Darryl is the creator of the well-known SECURiMENT™ Method. A simple to understand and implement retirement success method that demystifies retirement planning so that people can take action towards creating safety, simplicity and strength in their future. Visit your secure retirement for more!

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and (insert your DBA name here) are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Information provided is not intended as tax or legal advice, and should not be relied on as such.  You are encouraged to seek tax or legal advice from an independent professional.

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February 14, 2020

In this short video, Darryl Rosen, creator of the SECURiMENT retirement planning method reveals how your taxes are calculated and then adds on the complexity of a Roth Conversion. SECURiMENT requires that you always operate from a position of strength with your plannin...

February 13, 2020

Are you the gambling sort? Do you think taxes will be higher in the future, especially during your retirement? Then a Roth conversion strategy might allow you to operate from a position of strength when it comes to your retirement planning. if only it were that easy! T...

December 14, 2019

Do you ever get the sense that you’re being forced to take more and more risk to earn a reasonable rate of return on your low-risk investments? If you do, you’re not alone.

I read recently that savers must take four times more risk in 2017 than they had to in 1985 to ma...

November 8, 2017

It might not be very good for Illinois homeowners - and much may still change about the tax reform proposal that came out of the house last week - but it’s worth discussing the implications of what’s currently on the table.  One of the most important things to remember...

October 4, 2017

It’s almost cavalier in a way.  How some future retirees (let’s say 50 or older) nonchalantly proclaim that their expenses will be less in retirement. As if they’ve studied this topic over and over - they share concepts like the "U" shaped paradigm of spending in retir...

September 5, 2017

When asked about how they intend to handle a long term care event, many future retirees expect some PAY BACK from others - including their lovable children...

But where do they (the children) live? Are they close by? Do they work? In 20 years, what will they be doing? W...

August 30, 2017

For years, investors have been told a myth of sorts. That if they leave their money invested in the market, compounding will work it’s magic. Unfortunately, the experts left our part of the equation - which we’ll get to shortly. Compounding, a concept largely derived f...

June 27, 2017

A common belief about social security is that YOUR benefit payments will keep pace

with inflation over the long haul.  Sadly, as many current retirees know [including the one who attended my class recently] …this is not the case.

I’ll share some data with you in a momen...

May 31, 2017

I could hear the exasperation in his voice.

“Dad, Dad, Dad…”

“Danny, are you ok?”

Though he sounded like he was in the next room, my 19-year-old son Danny was nearly 10,000 miles away on a school trip to the far east.

His current whereabouts were Singapore and something se...

March 18, 2017

I read recently that savers have to take 4 times more risk in 2017 than they had to in 1985 to make a 5% return on their investments.  That's a whole lot of risk to take, due mostly to the fact the risk-free rate of return hovers near zero. Further, in what seems like...

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