When would you like to retire?
Are you financially prepared for retirement?
Can you afford to lose more money in the stock market?
How much of your estate would you like to leave to your beneficiaries?
Do you have money that is not working the way you would like it to?
Has your retirement income decreased because of the interest rate environment?
Would you like to consolidate multiple accounts to one IRA?
Are you taking distributions or withdrawals from a plan that is losing value?
Did you leave or lose your job and have a 401k to rollover?
Would you like to benefit from the gains of the stock market but not the losses?
Are you worried about outliving your money?
Would you like to leave more money to your heirs and pay less in taxes?
Have you thought about how long it takes to recover from market losses?
Do you have a life insurance policy you no longer need and you would like to sell?
How much money do you need to retire?
If you have more questions about the information provided or about your retirement situation please contact your local Safe Money Representative or ask the experts.
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