Determine Your Income Sources
Plan Your Expenses
Calculate Your Withdrawal Rate
Consider Your Withdrawal Strategies
Build Your Retirement Portfolio
Inside you will find over 20-pages prepared by our knowledgeable financial practitioners, that provides completed answers for the most asked corporate employee retirement concerns:
What is the difference between taxable vs tax-deferred accounts?
How should you plan for healthcare expenses?
What is the impact of your withdrawal rate?
What should you consider when building your retirement portfolio?
We are a group of financial professionals who focus entirely on corporate retirement planning, the design of retirement portfolios for the transitioning corporate employee, and education through seminars in the area.
It is so easy to get started!
"Determining Cash Flow Need in Retirement"
Prepared By The Retirement Group
When preparing for retirement, it is important to understand cash flow relative to expenses. This concept is important in determining how aggressive your investment strategy should be.
This e-Brochure is for corporate employees who need immediate answers to their retirement concerns:
How to calculate the cash flow concept?
What are the tax implications of timing your withdrawals?
How your current spending habits will continue in retirement?
Contact Us |
North-West Regional Office
Concord, CA
Phone: 1-800-900-5867
South-West Regional Office
Austin, TX
Phone: 1-281-241-9886
Mid-West Regional Office
St Louis, MO
Phone: 1-314-858-9090
Mid-Atlantic Regional Office |
Disclaimer: Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor not affiliated with FSC Securities Corporation. We are not affiliated with or endorsed by your company or organization. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient. Any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. Office of Supervisory Jurisdiction: 5414 Oberlin Dr #220, San Diego CA 92121 800.900.5867 Copyright © 2019 The Retirement Group, LLC. All rights reserved. |