Your Retirement Game Plan

Four moves to help your money last

Just as position, strategy, control, and timing are important factors in a game of chess, they are key considerations in developing a game plan to avoid running out of money in retirement. This seminar focuses on investing retirement assets for income, growth potential, and stability; choosing retirement plan distribution methods to help a portfolio go the distance; tapping retirement accumulations and making the most of all income sources; utilizing financial vehicles that could provide a lifetime income stream; and addressing a potential income shortfall.

Focus: Retirees and pre-retirees who are about to retire
Target Market: 60 to 75

View Samples

Presentation

Invitations

Personalized Workbook

Image List

Topics Include

• Sources of retirement income
• Retirement plan distribution rules
• Tax implications of various distribution methods
• How withdrawal rates affect the longevity of a portfolio
• IRA rollover considerations
• Asset allocation models
• Fixed-income and income-producing investments
• Market performance and volatility
• Lifetime income using annuities