Distribution Planning
Living Without A Paycheck… Distribution Planning
As we close in on retirement, perhaps the question that produces the most anxiety is how do I use the assets I’ve accumulated for my life without a paycheck.
When you are with friends, do you sound like this?
- “I don’t know how much I can take out each month?”
- “I don’t know if it will it last?”
- “I don’t want to lose it all in the stock market”
- “I don’t want to pay a lot of taxes”
Answers to these questions are not found in confusing tactics or high-priced products. Rather, these answers are knowable when paired with quality portfolio design and good cash management. By keeping a steady hand on the investment design and aligning with your retirement cash needs, you will maintain a comfortable ready cash reserve and avoid issues of a down market. It’s a matter of paying close attention and taking advantage of opportunity as it presents itself. Honest answers will overcome the anxiety. Avoid product solutions with gimmicks tied to big promises. Instead, embrace planning solutions. That is what you will receive with Wealth Plus of the Dakotas.
A free analysis of your current situation is available to you. Just ask. We are happy to help.
