Simple Retirement Plan
Because of all the options available, a simple retirement plan might feel out of reach. Of course, retirees do have lots of choice to make. First, where will your money be? For instance, perhaps your money is in an IRA or a 401(k) but you aren’t really sure what it is invested in. Maybe you’re wondering if your money should stay in those accounts or if you should move them. Additionally, you might wonder which kinds of investment vehicles or insurance products might give you the best outcome in the long-term. With all these choices, we believe it is important to get clarity. A simple retirement plan is possible.
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Simple Retirement Plan - Explained
Once you are getting ready to retire, you might take a look at your retirement accounts. Of course, your future depends on making sure your retirement plan is ready so this is an important step. However, if you’re like many retirees, you may feel overwhelmed by this. Often, people aren’t sure how to read their statements or don’t really understand where and how their money is invested. You may also have concerns about what might happen to your retirement if the market goes down. We believe that a straightforward plan, with safety at its core, is a good path to alleviate these concerns.
To help make a retirement plan you feel confident about, retirees may think about the following:
- Where is my money now? How is it invested? What is the current risks with my accounts?
- Would my principal be safe if the market were to go down? Do I have some of my money protected?
- Do I have an advisor I can rely on to contact when I have questions? Do I understand the fees I am paying?