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What should you know?
You will need to understand these basic options when preparing for, and executing, your retirement plans. The below is not an inclusive list, but instead highlights some areas  you will want to consider when working with a partner, and your family, on a smart financial future.
Social Security

Get the maximum pay out of your Social Security. You have options in collecting your Social Security geared towards set ages, beginning at 62. Watch this video to learn more about when you should decide to start collecting your Social Security payments.

IRA Rollover

Convert risk equities to safer money. 

IRA Conversion

Preserve the money you've earned for your children and granchildren. Lessen the tax burden to leave more to your inheritors. 

Withdrawal Guarantee

Draw lifetime income from the enhanced rider value of your annuities. 

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