Broker Check
How do I take retirement income and where should it come from?

How do I take retirement income and where should it come from?

This is an extremely common question and let me tell you why. In the world of investing, most of us have experienced that pre-retirement is geared towards accumulation and not distribution. For example, workplace retirement accounts such as 401(k)s, 403(b)s and cash balance pensions are all designed to gather money. But when the time comes to access your retirement savings, what considerations should you keep in mind? Click the link below and check out our whitepaper for some insight.