How to Put Yourself in the Best Position in Retirement
Once you reach retirement, how do you know whether you’re doing everything you can to succeed? There are specific questions you can ask and we will address some of those key topics in this episode. We explore things like annuities, tax efficiency, Social Security, inflation protection, and estate planning to make sure you know you’re in the best position for retirement.
Retirement planning is multifaceted and requires a thorough understanding of various financial tools and strategies, and we hope this conversation helps you navigate this complex landscape. Whether you're just entering retirement or looking to optimize your current plan, these insights can guide you toward a financially secure future.
Here’s some of what we cover in this episode:
- How do you know if you should buy an annuity for retirement income?
- How do you know how to balance saving for retirement and other financial goals?
- How do you know if your retirement plan is tax-efficient?
- How do you know how to protect your retirement savings from inflation?
- How do you know if you need a trust or an estate plan?
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Securities and Advisory Services Offered Through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. CLC Financial Services and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.