Keystone Financial Group

[Video] Putting Together the Retirement Income Puzzle

Planning for retirement is somewhat like putting together a big financial puzzle! When putting together a retirement income strategy, each individual will have a unique retirement income puzzle depending on where you have your savings, and how much you have in each bucket, as well as other factors including age, expected longevity, health, and more. Most people will receive retirement income from a variety of different sources, and each source can be an important piece of your individual puzzle.

This quick video provides a good overview of how to put together your own retirement income puzzle, including:

  • Where will your retirement income come from?
  • A quick review of some of the most common sources of retirement income
  • Which accounts should you tap first during retirement?
  • And more...

Watch the video below to learn more:

 


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Remember that your unique retirement income puzzle pieces will be specific to you, and there is no "one-size-fits-all" retirement income strategy! You should consult with a qualified retirement planning specialist to figure out how to complete your own individual puzzle.

Contact our office today for a free initial strategy session to discuss your specific retirement needs and goals.