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Retirement & Wealth Planning Specialists
Video Program
Five Critical Questions Answered By Your Retirement Income Plan
You are excited about your retirement dreams. However, you worry that your current planning has gaps. Rather than having retirement regrets, you want to make sure you do your homework so you can experience retirement success!
Our RETIREMENT INCOME PLANNING process and REPORT will lead to retirement success by answering 5 critical questions.
Each of the following videos will explore the kinds of questions that your RETIREMENT INCOME PLAN will answer.
Benefit One - Your PLAN will confirm how much after-tax income you will be able to generate
Benefit Two - Your PLAN will demonstrate the tax you will pay and will model the tax impact of tax reduction strategies that will help you generate more retirement income.
Benefit Three - You PLAN will confirm the rate of return you need to achieve to generate your desired retirement income. This analysis provides guidance on appropriate investment strategies.
Benefit Four - You PLAN will show you how to coordinate government benefits, employer pensions and retirement savings in order to generate your after-tax retirement income.
Benefit Five - Your PLAN will provide clarity on family and/or community legacy opportunities that may be available to you.
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