Distribution Planning

8 Ways to Plan for a Successful Finish for 2016

Early on in my life, I was told a simple phrase that’s always stuck with me. “If you fail to plan, you are planning to fail.” Benjamin Franklin was on to something when he said this over 200 years ago.

How to STRETCH an IRA for Generations of Income

Many have heard the terminology of “Stretch” IRA. This is not a type of IRA, but more of a financial planning strategy that can be used in legacy planning. This strategy has the potential to limit large tax exposure for your beneficiaries who are set to inherit retirement accounts.

How One-Time Expenses Can Impact Your Retirement

As we explained in a previous post, keeping your account withdrawals modest in retirement is essential to maintaining your financial strength. As you budget out your expenses, here are a few one-time items that you should keep in mind.

Some of the common expenses we see include:

How Long Will Your Money Last?

One of the most common questions we receive from clients is how much money can safely be withdrawn from an investment account without eating into principal? Of course, your specific financial needs and goals will impact when and how much you withdraw from your accounts.

Syndicate content

The financial consultants at Veater Financial Group are registered representatives with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, CO, FL, GA, IA, ID, IL, ME, MO, MT, NC, NM, NV, NY, OK, OR, SD, TX, UT, VA, WA

Website Design For Financial Services Professionals | Copyright 2020 AdvisorWebsites.com. All rights reserved