Does your financial planner specialize in accumulation or distributions?
In this free clip from the online course, “Retirement Ready: Building Your Financial Plan,” you’ll learn why distribution planning is critical for retirees like you.
Enroll in the full “Retirement Ready: Building Your Financial Plan” online course, where you’ll discover how a true retirement plan can help you:
- Bolster your spending power, even when inflation is high
- Minimize your tax burden and maximize your savings
- Optimize when to take your Social Security benefits
- Prepare for costly medical expenses
It’s time to create a comprehensive plan for your distributions in retirement. Be sure to enroll today!
Investment advisory services and insurance services are provided through The Retirement Solution LLC, a Registered Investment Advisor.
The general views outlined in this material are those of The Retirement Solution LLC and should not be construed as individualized or personalized investment advice. The information presented is for educational purposes only developed from sources believed to be providing accurate information. It is not intended to make an offer or solicitation for the sale or purchase of any specific products, services, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company. To comply with IRS Regulations, we are informing you of the following: Any discussion or advice regarding tax issues contained in this video presentation was not intended or written to be used, and cannot be used, to avoid taxpayer penalties. Anyone viewing this presentation or contemplating a transaction discussed in this material should seek advice based on your particular circumstances from an independent tax advisor. Information is not intended to provide specific legal or tax advice.
The information in this material is not intended as tax or legal advice. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed.
