7 Rules To Live by For Retirement Security
If you’re retired and need a roadmap for financial success try our “7 Rules To Live By For Retirement Security”:
*Number 1 – Avoid Large Losses – never go through another -50% stock market crash like 2008 again.
*Number 2 – Minimize the total fees you pay, both direct and hidden fees.
*Number 3 – Significantly reduce daily volatility.
*Number 4 – Earn a reasonable rate of return based on the amount of risk you’re willing to take, not by taking excessive risks to get the highest rate of return that rarely materialize.
*Number 5 – Stop paying unnecessary income taxes and avoid the age 70 ½ RMD trap.
*Number 6 – Create “Certain Income” from your assets that will act as “Monthly Paychecks” that are guaranteed to be paid to you for as long as you live regardless of stock market volatility.
*Number 7 – Have a comprehensive written retirement income plan that includes how much income you’ll receive every year, how much in income taxes you’ll pay, and how much you can potentially leave your beneficiaries.
If you want to learn how you can use the 7 Rules To Live By For Retirement Security, please call us today.
916-791-7063
You might also like to learn more about our book Momma’s Secret Recipe for Retirement Success
DISCLOSURE – All presentation data is provided and intended to be used for general educational purposes only and is not intended as a solicitation for you to buy or sell any financial product. None of the material in this presentation is intended to give you, nor are the presenters engaged in giving you, specific tax, investment, real estate, legal, estate, retirement, or financial advice, but rather to serve as an educational platform to deliver information; nor is it intended to show you how the strategies presented can specifically apply to your own tax, investment, estate, financial, or retirement position, but rather to offer an idea of how these principles generally may apply. Stocks, bonds, or mutual funds have risks and can lose principal, even with a stop loss, and there is no guarantees of gains, as past performance is not indicative of future positive investment results. The sale or liquidation of any stock, bond, IRA, certificate of deposit, mutual fund, annuity, or other asset to fund a new portfolio and/or annuity may have tax consequences, early withdrawal penalties, or other costs and penalties as a result of the sale or liquidation. You can’t invest directly into a stock market index. A fixed index annuity with an income rider can protect your savings from losses and provide you guaranteed lifetime income, but you could incur surrender charges, gains aren’t guaranteed, you’ll pay a fee, and guarantees are backed by the financial strength claims paying ability of the issuing annuity company. Illustrations/projections displayed within this presentation are hypothetical in nature and should not serve as the sole determining factor in making financial decisions. Consult with a qualified investment, tax, legal, and/or retirement advisor before making any decisions. By contacting Peak Financial Freedom Group, you may be offered additional information regarding the purchase of financial products. Seminars, radio shows, TV productions, book releases, magazine and book promotions are sponsored, promoted and paid for by Peak Financial Freedom Group, LLC. If you place assets under management with our firm, we are paid an advisory fee, and if you purchase an annuity from our firm, we are paid commissions from an insurance company.
Investment Advisor Representatives of and Advisory Services offered through Fiduciary Solutions, LLC, a Registered Investment Advisor. Peak Financial Freedom Group LLC is primarily a fixed insurance sales organization and provides no Advisory Services. PFFG Insurance Agency LLC, CA License #0N14013, is a licensed insurance agency and provides no Advisory Services. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are separate affiliated entities. Insurance products and services provided by PFFG Insurance Agency LLC and independent agents. Jim Files CA Insurance License #0F06511 Dan Ahmad CA Insurance License #0732913
Peak Financial Freedom Group ∙ (916) 791-7063 ∙ www.peakfin.com 2520 Douglas Boulevard, Suite 110, Roseville, CA 95661
