Is Your Employer Retirement Plan
Working for You?
Retirement Plan Distribution:
Know Your Options
Roll Over Your Money into an IRA
Choose a Suitable IRA Account
You'll Find Out Much More in the Next 4 Chapters!
Inside you will find over 15-pages prepared by our knowledgeable financial practitioners, that provides completed answers for the most asked corporate employee retirement concerns:
What are the different retirement savings accounts and their stipulations?
What are the different distribution options for retirement plans?
What are the benefits of each distribution option?
What should you consider with each distribution option?
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:
Cash flow concept to calculate income and liquidity needs
Tax implications of timing your withdrawals
Spending habits of now 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. |