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Bear Market Survival Guide: How to Overcome Retirement Income Challenges & Protect Yourself from Market Volatility
The right asset allocation could reduce your exposure to market volatility. However, you also may want to incorporate other vehicles that can minimize risk and protect your retirement income. In this guide you’ll identify unique challenges that retirees face and gain tools that could help you enjoy the retirement you’ve always imagined.
5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster
Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.
Social Security Simplified: Put Yourself in Control of Your Benefit
Social Security will likely play a large role in your retirement. Do you know when you should file? What about your spouse? Do you have a plan to minimize taxes on your benefits? What about coordinating potential work opportunities with your Social Security benefits? An inclusive retirement income strategy can help you make informed choices, so you maximize your benefits and minimize risk. Remember, there are no do-overs with Social Security. Your decisions are permanent.
How to Rock Your Old 401(k) & Avoid Surprise Tax Bills
As a taxpayer and saver, you’ve earned the right to see your savings grow in the most tax-efficient manner possible. Your biggest mistake? Doing nothing at all. Let’s write and rewrite until your retirement income is a perfect harmony, allowing you to rock on!
7 Questions About Roth IRAs
Do you have questions about Roth IRA and Traditional IRAs? Are you looking to find the right option for your retirement future? Let me help you answer some of the biggest questions pre-retirees and retirees have regarding IRAs.
Required Minimum Distribution: Planning the Next Phase of Your Retirement
Are you approaching RMD age? Or do you want to plan a strategy to minimize your taxable RMD income in retirement? I can help you plan your RMDs and develop a strategy.
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Securities and Advisory Services offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Robert Thomas Financial, LLC, and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. This information is not associated with, or endorsed by, the Social Security Administration or any other government agency.
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