If you’re retired and need a roadmap for financial success try our “7 Rules To Live By For Retirement Security”:
Number 1 - Avoid Large Losses – never go through another -50% stock market crash like 2008 again.
Number 2 - Minimize the total fees you pay, both direct and hidden fees.
Number 3 – Significantly reduce daily volatility.
Number 4 – Earn a reasonable rate of return based on the amount of risk you’re willing to take, not by taking excessive risks to get the highest rate of return that rarely materialize.
Number 5 – Stop paying unnecessary income taxes and avoid the age 70 ½ RMD trap.
Number 6 – Create “Certain Income” from your assets that will act as “Monthly Paychecks” that are guaranteed to be paid to you for as long as you live regardless of stock market volatility.
Number 7 – Have a comprehensive written retirement income plan that includes how much income you’ll receive every year, how much in income taxes you’ll pay, and how much you can potentially leave your beneficiaries.
If you want to learn how you can use the 7 Rules To Live By For Retirement Security, please call us today.
VIP Financial
www.vipfinancials.com
402.547.0395
Retirement in Parker Colorado
Investment Planning