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?
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 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?
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