With constant improvements in healthcare and daily habits, we are seeing people live longer and experiencing more active retirements. This brings up questions and concerns about what you’re going to do in retirement and if it’s possible. You have been saving for retirement for a majority of your life, so it helps to know how the transition process works. Ask yourself a few questions, do you understand your 401K? Do you know your pension choices and options? Social Security benefits? Medicare costs and needs? How much income will you need?
Next Phase is an Income Distribution Plan that allows you to take the assets you have accumulated during your working years and have them paid out to last your Retirement. The assets from which you expect to create a vital stream of income during retirement face risk from economic turmoil, interest rate uncertainty and market volatility. It is vital to correctly position your accumulated assets into a series of investments at retirement that is designed to provide you income for your lifetime. Our team will walk you through a step by step process that will help you feel confident entering a new chapter of your life.
The financial realities of our world are changing. More and more people must rely on their own investments for income during retirement. This strategy is designed to divide investments up into multiple time-segmented pools that have different growth and security objectives. Watch this short video
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