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Insuring Your Retirement
Have you ever been informed that your retirement income can be insured against loss? This is an essential consideration for anyone approaching retirement age, as it can help safeguard your financial stability in the face of unexpected changes or circumstances.
Furthermore, it's crucial to be aware that your retirement account can be insured against loss, as well as your account gains. If you are married and currently collecting Social Security Income or pension income, losing those streams of income can be incredibly difficult to recover from. By insuring your retirement account, you may be able to replace these types of income if your spouse were to pass away unexpectedly.
Another important point to consider is that you may be able to match, in part or whole, your various streams of income. Whether it be Social Security Income, Pension Income, or any other form of income, it's critical to ensure that you have adequate financial security in retirement.
If you're interested in learning more about how to accomplish this, we can help. With over 25 years of experience handling rollovers from various sources, including local and national banks and credit unions, brokerages such as Edward Jones and Merrill Lynch, online brokers like Fidelity, and many others, our team knows the ins and outs of the IRS, custodian, and administrator requirements to ensure that your money is working for you.
Ultimately, whether you have a 401k/IRA rollover with a former employer's retirement plan, a current 401(K), or sitting in an IRA, it's crucial to have adequate security and earning potential to meet your retirement needs. We can help you navigate this process and ensure that your retirement income is secure.