You already know the questions, you need answers. You are unlikely to find many worthwhile answers in today’s product sales-oriented marketplace. There is no magic bullet or super product that can answer any of these burning questions.
The only viable answers are to be found within yourself. Since you are a unique individual, you must develop your own unique solutions. You really must do it yourself, but you don't have to do it alone.
We have more than twenty years of proven experience helping people accomplish just that before, during and after retirement. We are in the answers business.
THIS IS NOT YOUR GRANDFATHER’S RETIREMENT!
Few people can expect to turn 65, get their gold watch and retire comfortably on their Social Security, pension and small savings.
With disappearing pensions, questionable Social Security benefits and shrinking yields, you desperately need a reliable retirement solution.
♣ STRATEGIST'S CORNER ♣
The 99% Rule for Spousal Beneficiaries of IRAs
A spouse who inherits an IRA or similar account has a couple of options available depending on what the end goals are. But in most cases, the 99% rule offers flexibility and helps preserve the stretch.
While each situation is unique, you have your own goals and objectives, the overwhelming majority of married individuals with IRAs and other similar accounts, such as 401(k)s and 403(b)s, will name their spouse as their primary beneficiary as part of their estate plans. As such, knowing the rules for when a spouse inherits an IRA is critical.
THE RETIREMENT SOURCE
Our name says it all!
Retirement is who we are, it is what we do and is what we have done for over 20 years