Your Investment in Retirement Planning will
give you peace, security, and confidence
that could last 10, 20, 30, 40 years, or more.
PLANNING FOR YOUR DISTRIBUTION YEARS
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A custom-tailored Retirement Plan is crafted for you with the Asset Management Service
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Choose a One-Time Retirement Plan, view fees: InvestEdge Planning Services
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FEE:
$2895 One-time fee
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Subscription payment option:
$795 due up front & $420 due on the 1st of the month, for the next 5 months
Upon completion of your custom-tailored Retirement Plan, you will receive support for implementation for up to one year following the signing of the Client Agreement. Please review Our Process.
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A Successful Retirement encompasses:
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A written retirement income plan- Timing of distributions and managing multiple income streams and financial accounts. Assessing post-retirement inflation-adjusted cash flow needs and funding annual goals for your comfortable retirement. Determine your ideal withdrawal rate and preserving your net worth in post-retirement.
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Social Security and Medicare planning: To help you avoid penalties, make informed decisions about the optimal time to apply for benefits, and plan for a gap in healthcare insurance coverage until Medicare enrollment for retirement before 65.
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Risk Management- Analysis and Review of your Insurance policies (Life, Property and Auto, and other policies)
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Long-term Care Planning- Reviewing all your options for cost-effective solutions.
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Tax Planning- Maximizing your income with tax-efficient solutions, balancing taxes with conversions, and managing RMDs with the goal of making your income stream last for decades.
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Strategic Investing- Managing a balanced portfolio to help you navigate an ever-changing economy and stock market, and to help you mitigate rising healthcare costs, longevity risk, and inflation in post-retirement. Determine your required annual portfolio return to support your ideal withdrawal rate and preserve your net worth in post-retirement.
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Protection of Your Wealth—Having all your financial directives in order allows for a seamless transfer of wealth to your loved ones and solidifies your legacy planning. With life transitions, having a cost-effective approach to updating your will or trust when needed is also important.
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