Simply setting up a systematic monthly withdraw from your account could get you into trouble. You need laddered, inflation adjusted income - using safe and reliable accounts - to come in each and every month on the schedule you set yourself.
An income plan provides scheduled income starting on a specific date, either now in the future. By positioning safe assets, you can eliminate any chance that you will run out of money during your retirement. Each step up the ladder will increase your income to keep up with inflation.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 541-342-SAGE (7243) today!
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Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
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