Retirees

If you are five years from retirement or retired, your strategy will have to change from an accumulation stage to a distribution stage. Has the financial advisor you are working with changed your strategy?

Can You Answer "YES" To Any Of These Questions?

I have a plan for efficient withdrawals from the right accounts?

I am structured to protect against market volatility?

I am structured to reduce my income tax exposure on Required Minimum Distributions?

I have my beneficiaries structured correctly under The New Secure Act 2.0 (Enacted January 2023)?

I know what the maximum income is that I can spend without running out of money?

I have an asset protection plan to protect against health and long term care catastrophes?

Do you have a plan for efficient withdrawals from the right accounts?

Are you structured to protect against

market volatility?

Are you structured to reduce your income tax exposure on Required Minimum Distributions?

Do you have your beneficiaries structured correctly under Trump Tax Reform?

Do you know what the maximum income

is that you can spend without running out

of money?

Do you have an asset protection plan against health and long term care catastrophes?

Do You Know What Your Retirement Risk Number Is?

Schedule a Brief Discovery Meeting by Phone or Zoom With One Of Our Strategic Planners To Find Your Number

It is not knowing everything about investments, taxes, insurance, trusts and distributions strategies. It is about having a clear vision of what you want, then finding the people to help you achieve it!

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