"Retirement is not about how much money you have.
It's about having an income plan."
Rich Ison | President of Retirement & Medicare Together
ASPECTS OF EFFECTIVE INCOME PLANNING
REDUCING TAXES
If you have chosen to save in tax-deferred retirement vehicles then you may have to pay optional taxes in retirement. Is that something you want to do? By making adjustments now you can save hundreds of thousands of dollars in retirement.
INCREASING INCOME
This seems obvious but you could have more income from your current assets if you position your money correctly. With a proper income plan you will be able to leverage your money more efficiently resulting in higher income in retirement.
REDUCE & ELIMINATE RISK
If you have chosen to save in tax-deferred retirement vehicles then you may have to pay optional taxes in retirement. Is that something you want to do? By making adjustments now you can save hundreds of thousands of dollars in retirement.
What You Want in Retirement is
PEACE OF MIND
If you agree with any of these statements, we should chat...
You would like...
A guaranteed income you can never outlive.
Never worry about the market again.
To benefit from market growth without any risk.
To have someone watch your money every minute the market is open.
Use your money in a way to maximize your income.
Have more options.
Pay fewer taxes.
Worry less.
Pay less in fees.