Retirement planning/Income replacement
planning
The financial transition to retirement doesn’t
have to be stressful if it is done right.
Given that your money will have to last the rest
of your life, the most important step you can take is to plan for
your retirement. Proper planning can alleviate much of the stress
you might feel when approaching retirement age and can help you
make appropriate decisions based on goals you have set.
Retirement Seminars
If you are retiring soon, begin planning now by
enrolling in our retirement workshop, “Retiring Soon? Just
Do It ... or Do It Just Right!” The workshop is held regularly
at Francis Tuttle in northwest Oklahoma City. It is designed specifically
for anyone who has just retired or is retiring in the next few years.
In this workshop you discover:
- how to take advantage of recent tax law
changes to put more money in your back pocket
- how to invest to increase retirement income
- what alternative investments are, and whether
they are right for you
- whether leaving money in your 401k or rolling
over to an IRA is best for you
- whether rolling over your pension benefit or
taking a monthly income is best for you
- how to structure IRA beneficiary designations
to protect heirs from paying thousands of dollars in avoidable
taxes
- how to know if your investment plan is designed
to benefit you or someone else
- how working and taking money from your 401k/IRA
could impact your Social Security payments
Participants receive a complimentary and confidential
evaluation of their retirement plan, as well as a free workbook
and reports.
Click here for dates
and times of upcoming seminars. For additional information,
contact us at 608-3099, or call Francis Tuttle directly at 717-4900.
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