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There’s one question we hear most often from those nearing retirement, is some variation on this:
“How do I get my money out of my retirement plan and into my checking account?”
The question is not as simple as it appears – that’s why people ask it. They’re not asking about the mechanics of a 401(k) withdrawal. They want to understand the switch from saving to spending, and it’s an entire cascade of questions covering how to decumulate assets in retirement. These include:
There are a lot of decisions to make and creating a financial plan for your retirement years means taking a comprehensive look at how those decisions affect the likely path of your retirement so that you can plan for things down the road.
If you’re a financial advisor looking to grow your firm, we have you covered. Whether you’re a marketing expert or need the guidance and content to build your program, we’re here with you every step of the way.
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