We can help you not only to be secured in case disaster strikes, but also to be financially ready for a long, and prosperous future.

Back in 1978, when the IRS created the 401(k), it was not intended to be a standalone resource to create retirement income. It was intended to be one part of a three-legged stool, a 401K, Social Security, and a company pension. These days, companies are not offering pensions, and Social Security is always in question. So that just leaves the 401K. There is an annual limitation on the amount you can contribute. This prevents you from generating enough retirement income to be able to retire on its merits alone. You also must remember that the income generated in a 401K will be taxed at whatever the current tax rate is at the time you withdraw money from it.

Now, it is even more important to look at other resources to create that retirement income that will last for the duration of your life. What if you could deposit your money into an account that will earn compounded interest and never lose one dime, regardless if the stock market drops? When the time comes to start withdrawing money from your account, it is TAX FREE!  

Please fill out the form below with a few basic questions. We can put together a retirement strategy that suits your needs and discuss options that are a fit with your specific goals in mind. I will reply to your inquiry personally.

Contact me to talk about retirement income.