What exactly do your plans have in them? What do they cover? Would you like for us to assist you in reviewing them? We would be glad to help you! Just let us know!
REMEMBER TO REVIEW! (Because your plan is for YOUR retirement income that you do not want to outlive!):
- No losses — Does your plan have the possibility of losing money? If so, is that the best for you?
- Taxation — How will your beneficiaries be affected? How will YOU be affected when you need your money or when you are required (by law) to start taking RMDs (Required Minimum Distributions)? New laws have been implemented since 2020. IF YOUR ADVISOR hasn’t told you about them and how they may affect you, then you have to figure it out for yourself or just hope for the best.
- Long-Term Care — Are there elimination periods? What are the restrictions? Distributions? Costs? What’s your “Return on Investment”?
Here is what is TYPICALLY important to people —
Is this true for you, too? Are you getting ALL that you deserve or just getting what others want to give you?
HERE’S WHAT WE KNOW:
You don’t need a lot of money. What you need is a lot of INCOME.
HERE’S WHAT WE DO:
You worked hard for every penny you earned. It’s our job to help you keep it!
Visit our website and watch our webinar on retirement. It will be the BEST 16 minutes of your time.
When you click the link, scroll down to watch the 2-minute video first. Then, put in your name and email to watch the webinar.
If you like what you see, share us with others who may benefit from this information! Especially your children and other working-aged friends and family, so that they don’t make the mistakes others have made!
↓ Here are some Quick Links For You! ↓
There’s a little something for everyone, especially those who want to — HAVE MORE! KEEP MORE! and MAKE IT LAST!
Until next time, Live WELLthy!