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Educational Resources

Decumulation v Accumulation

When you decide to retire, you will have to create a monthly income out of the retirement savings you have accumulated. Instead of saving, you’ll be spending; the trick is, how do you keep from running out of money?

FIA 101

An annuity might help you convert your retirement savings into a monthly income that can last as long as you live. You can sometimes think of annuities as your own personal pension. But not all annuities are the same. Learn more about fixed indexed annuities.

How RMDs Work

The money you have in retirement accounts like traditional 401(k)s will be taxed as ordinary income when you withdraw it, which you must do per IRS rules. You might have less money saved than you think due to RMDs (Required Minimum Distributions) which start at age 72.

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