4 Steps for Managing Income Withdrawals in Retirement

While saving and investing is an important part of a financial plan, strategically withdrawing from your investments will have an even larger impact on your overall portfolio longevity. See these 4 steps to manage withdrawals during retirement.

Enjoy this complimentary download:

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.

Source Article: https://www.kiplinger.com/retirement/retirement-planning/605267/4-steps-for-managing-income-withdrawals-in-retirement

Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, and lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency. This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed. Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. 1511694 – 10/22