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There are several uncertainties that can thwart your retirement plans.
A: There are several uncertainties that can thwart your retirement plans – such as the possibility of outliving your portfolio, a reduction in Social Security or Medicare benefits, or market changes that decrease your portfolio’s value.
You can prepare yourself to handle these uncertainties by developing a multi-tiered approach to retirement. Consider using different retirement options such as 401(k) and defined contribution plans, Social Security and outside investments, like Roth IRA, traditional IRA and after-tax investments. And consider investing in retirement options with different tax consequences, market fluctuations and interest rate sensitivity in an effort to increase your likelihood of a happy retirement.
Call me, and I’ll help you figure out how much money you will need in retirement, what products can help supplement your retirement income and how to create and stick to a plan to help you work toward the retirement you want.
Greg K. Johnson
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and financial planning offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Bell Bank and Bell Investments are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Bell Bank deposits and are not FDIC insured. These products are not obligations of the Bell Bank and are not endorsed, recommended or guaranteed by Bell Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
This LPL financial registered representative may only discuss and/or transact securities business with residents of the following states: Ariz., Calif., Colo., Fla., Iowa, Ind., Kan., Maine, Mich., Minn., N.D., N.M., N.Y., Pa., S.D., Texas, Wash. and Wis.
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