I started a summer series theme in May on Retirement Planning and some of the aspects that come with retirement. This month I am going to focus on Retirement Income and Savings.

There are a few ways that folks accumulate Retirement Savings. Generally, this process is a lifelong investment. You spend A LOT of years building up your nest egg so when you retire, you can afford to live comfortably. Whether you have invested in a 401k with a company match, set aside money in your own personal retirement account, or participated in the market, you are probably looking for ways to keep those assets protected.

You have many options at your disposal. Of course, you can keep the money where it currently is. Depending on your purposes and goals for the money, it is possible you are looking for a safer place to house
those funds.

Some people don’t realize there are asset vehicles that allow you to continue to have growth yet also provide protection against losing any of their nest egg. While these assets continue to grow, you will delay paying taxes giving even greater returns. When the time comes, you can turn on an income stream that is guaranteed for your life, giving yourself your own personal pension. And why not allow your named Beneficiary to inherit any remaining balance upon your passing?

If you have been thinking about ways to protect and grow your assets, I am happy to help share with you some options that are available in a no pressure setting. Please call or text to schedule an appointment, 720-665-6015. Thank you.