RETIREMENT
PRESERVATION
Three biggest risks during retirement
Stock Market Volatility
You may be heavily invested in stocks as they approach retirement which could result in large losses to your investments.
Longevity
With improvements to medicine and health care, retirees may live 20-30 years into their retirement and sometimes even longer.
Income Taxes
The majority of taxes, a staggering 84%, solely comes from the Top 25% of income wage earners in America.
What you want in a financial vehicle
isn't necessarily what you're getting.
Below, is everything that you would want in a perfect financial vehicle. We outlined several of the most common accounts that people put their money into to save towards retirement. The "green" signifies matching with what you want while the "red" signifies it does not match your wants. As you can see, most of the common accounts do not align with what you ultimately would want in a financial vehicle.
Free Guide: How to Escape
the Retirement Tax Trap
Ever wonder what the most successful, wealthy people are doing to build their wealth? This consumer guide shows you exactly what they are doing and outlines the steps you need to take to implement these strategies yourself. This is a must-read for anyone who is serious about positioning themselves for financial success.
