In the next few days, months or years, you may be considering retirement or you may already have. Deciding to retire is the most important financial decision you will ever make. Unfortunately, there are no do-overs when it comes to planning for your financial future.
Ask yourself these questions?
What should I do with the money in my 401(k) or 403(b) plans?
Which assets do I use first?
How much will I be able to spend each year after I retire?
What impact will inflation have on my savings?
The Importance of Planning
Inflation - Taxes - Longevity. Many of these factors affect your future financial security. Preparing for retirement is an ongoing process - one that requires continual refinement.
Once in retirement, you will face decisions with far-reaching economic consequences.Obtaining sound information and knowledgeable advice beforehand can greatly improve your chances of making the right choices.
Call me to arrange an appointment! PaulaSwain AmericaGroupRetirementStrategyCenter
Securities and Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. Not NCUA insured. Not Credit Union guaranteed. May lose value.Parkside Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial. Paula Swain is registered to discuss and transact securities business with residents of the following states:MI and AZ. 5725459/09
