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THE RETIREMENT SOURCE - Your Retirement Financial Specialists - Wealth Management Since 1988
ANSWERS!

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 ♣

Less Protection for Inherited IRAs

They are no longer exempt from creditors and bankruptcy proceedings.

A SCOTUS ruling raises eyebrows. On June 12, 2014, the Supreme Court ruled 9-0 that assets held within inherited IRAs by non-spousal beneficiaries do not legally constitute “retirement funds.” Therefore, those assets are not protected from creditors under federal bankruptcy statutes.1,2

This opinion may have you scratching your head. “IRA” stands for Individual Retirement Arrangement, right? So how could IRA assets fail to qualify as retirement assets? Here is the background behind the decision.....

THE RETIREMENT SOURCE®
Our name says it all!
  • Retirement is NOT just a PRODUCT.
  • Retirement is NOT just a DEPARTMENT.
  • Retirement is NOT just a JOB for some disembodied voice on an 800 phone line.

Retirement is who we are, it is what we do and is what we have done for over 20 years

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