Broker Check

When Can I Retire???

Do you know the answers to these questions?

  • When can I take Social Security benefits in a way that is best for me.
  • What pension distribution choices are right for me.
  • How much retirement income can I reasonably expect to have.
  • What is the best withdrawal rate that is appropriate for me.
  • How much money should be in guaranteed investments.
  • How can I rearrange investments to reduce taxable income in retirement.
  • Should I pay off my mortgage prior to or during retirement.
  • What are my long-term care insurance needs.

Let's have a conversation to begin your journey into the next half of your life!!

It is as easy as a phone call!! 256.417.4870 or shoot us an email below!

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