Would you like to potentially...
...increase the income from your retirement accounts by 25% (or more) AND lower your chance of running out of money, WITHOUT moving a single investment?
Call or Text: Tom Corbett @ 980-349-6973
30-Minute Chat Calendar
Using this specific withdrawal strategy your risk doesn't go up...it goes down...the opposite of what you may think would happen.
And you DO NOT necessarily have to move a single cent of your investments...it is done by using one, or more, techniques proven over the last few years.
1) One developed by the University of San Francisco.
2) A simple tax strategy that for some reason most people are not using.
3) An analysis of 12 different withdrawal strategies that best fits your current portfolio.
(Unfortunately, most people use the 4% withdrawal rule, which can turn out to be one of the worst of the 12 strategies.)
Call or text: Tom Corbett @ 980-349-6973
30-Minute Chat Calendar
email: TomCorbett@i65plus.com
Disclosures
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered adviser.
Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.
Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness.
Tax and legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation.