Retirement Planning

While retirement may look different from a person to person, one common goal stands out: quality of life. When planned well, you can enjoy a retirement that provides time freedom and money freedom to pursue what matters most in life. 

People are living longer. The average life expectancy today is about 85-90 years. If you retire at 65 you may spend 20-25+ years in retirement. Do you have a plan to avoid outliving your money? Have you factored in taxes on social security, income, Required Minimum Distributions, capital gains, etc.? Do you have a plan that will weather the storm of market volatility and rising healthcare costs

We would be happy to guide you through our process to develop a plan that mitigates risks, optimizes income, and minimizes taxes so that you can enjoy your retirement. 

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Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor.  YOON and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

 

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that YOON and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

 

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc. CA insurance license # 0I14324. CRD # 6210346.

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