RETIREMENT ALPHA
Is your financial advisor
MAKING A DIFFERENCE?
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Consider the following...
To Get to Your RETIREMENT ALPHA

These components must be considered:

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    Optimal Social Security Strategy

    You might already know that Social Security is complicated. A Retirement Alpha Plan gives you step-by-step instructions on when/how to claim Social Security benefits, coordinated with all of your other assets to make your resources stretch longer.

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    Establish Protected Income

    Peace of mind during your retirement can be directly linked to how much of your income is protected a.k.a. Guaranteed. The goal is to break free from the dependence on the stock market as a source of income.

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    Withdrawal and Investment plan

    Knowing which account to spend from and when is critical in maximizing the longevity of your assets and minimizing taxes. This includes analyzing different strategies to be tax-efficient, which may allow you to spend more during retirement.

Rogers Tax Advisory Group,Financial Planner,North Charleston,SC