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Retirement Strategies
Ready, financially set, go!Of all the different facets of financial planning, retirement concerns seem to generate the most questions. After all, there’s a great deal at stake, and a lot of different potential outcomes to consider. Among your own questions are probably things like:
What’s better, the traditional or Roth IRA?
What would happen if medical and insurance costs continue to go up during retirement?
What happens when a pension plan goes bankrupt?
Should I leave my retirement account at my current employer?
Do I have the right retirement plan for your situation?
Am I financially set?
Do I really know what’s the right choice?
What if stocks go down?
What if taxes go up?
What if I lose my benefits?
Will I need a retirement income other than social security?
What if I were to be sued and lose assets?
Will I run out of money?
Fortunately, Jack can provide answers to all that and more. What’s even better is that he’ll be with you every step of the way to address new needs or situations as they arise.
As you consider your retirement, Jack will help you understand:
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- Why IRA distribution planning must be addressed now.
- The keys to stabilizing your retirement income.
- The various ways to possibly take money from your IRA tax-free.
- Your options if you receive your employer retirement distribution in the form of stock.
- Why socking money away into IRAs and 401ks and paying extra principal on your mortgage may be counter-productive.
- How to create tax-efficient retirement savings.
- How to retire with an additional cash flow.
- The top 5 mistakes that people make when they inherit an IRA.
- Why most beneficiaries overpay their taxes
- Common mistakes in setting up inherited (stretch) IRAs.
Remember, knowledge is power. You can make a tremendous difference in your retirement by tapping into Jack’s financial wisdom.
Make a positive step today:
Learn more about your options with Jack Patterson. -->
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Securities and Investment Advisory Services offered through
Raymond James Financial Services, Inc.
Member FINRA/SIPC.
This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for informationand availability.
YOUR CLIENT BILL OF RIGHTS | SITEMAP
Securities and Investment Advisory Services offered through
Raymond James Financial Services, Inc.
Member FINRA/SIPC.
This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information
YOUR CLIENT BILL OF RIGHTS | SITEMAP