Retirekit 65+ e-brochure

What You Will Learn

After downloading your complimentary "Retirekit 65+" e-Book, you will be able to decide how we can help you

Inside you will find over 10-pages prepared by us, complete with answers from knowledgeable financial practitioners that answer the most asked corporate employee retirement concerns:

- How recent Social Security changes may affect how you should file your claim?
- What are my minimum 401(k), IRA, or other tax-deferred savings plan distribution options after retirement?
- What are the most common retirement strategies for withdrawing from your savings?
- How do I plan for long-term care, housing expenses, and estate?

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.

"Social Security Kit"

Prepared By The Retirement Group

Identifying optimal ways to claim Social Security is essential to your retirement income planning. For many retirees, understanding and claiming Social Security can be difficult. Social Security benefits are not designed to be the sole source of your retirement income, but rather a part of your overall withdrawal strategy. Knowing the foundation of Social Security and using this knowledge to your advantage can help you claim your increase benefit.

This e-Book is for Corporate employees who need immediate answers to their retirement concerns:

How will my benefits be taxed?
Does Social Security mean retirement?
Will Social Security benefits be available when I choose to claim benefits?