YOUR RETIREMENT DISTRIBUTION STRATEGY

Retirement is close. You can see it in the near future. You’ve worked hard to accumulate your resources, and you are facing the most important aspect of reaching retirement: how do you take distributions from all of your accounts so the money will last and in the most tax efficient way possible? Even though each person’s situation is different, consider these factors as you near retirement:

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MAKE A PLAN WITH THESE FIVE FACTORS IN MIND

Like the old song says “Time is on your side,” or is it? The biggest question everyone has about retirement is how much income they’ll need each month. This curiosity stems out of how most people live in their pre-retirement years—living off of salaries, commissions and bonuses, and spending most of what they make each month.…

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WOMEN ARE NOT EQUAL TO MEN IN RETIREMENT

Are women and men equal? Not according to the facts A recent report from the National Institute on Retirement shows shocking results regarding women in retirement. The report that women in retirement are 80% more likely than men to be impoverished. The reasons are apparent, throughout a women’s working life their income is lower, less…

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For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.
  • Or give us a call at 425.492.7219 or 509.822.3603

CONTACT US

  • Eastside: 425.492.7219
  • Westside: 509.822.3603
  • Fax: 509.443.3701
  • Email:
    shon@retirementplusnw.com

OUR LOCATION

1420 N. Mullan Suite 102
Spokane Valley, WA 99206
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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The purpose of this website is to provide general information on the subjects discussed; it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm does not provide tax, legal or investment advice; all individuals are encouraged to seek guidance from qualified professionals regarding their personal situation.