Understanding Retirement Concepts

Once you retire, the financial rules you have spent your whole life following may no longer apply. Instead of earning and saving money, you may need to leverage and distribute it in order to create the retirement income you’ll need.

Satisfying your income needs in retirement requires innovative thinking, careful planning, and strategic investing. It is a process that involves balancing your risk exposure, avoiding the flaw of averages, and appropriately managing your retirement account withdrawals.

Your personal and financial goals will determine the amount of retirement income you need, which can dictate the type of plan you create. Learning the strategies that will help you build the future you deserve begins with creating your complimentary account, which will give you access to the rest of this educational video and allow you to download your Retirement Income Toolkit!


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Fee-based financial planning and investment advisory services are offered by A4 Wealth Advisors, LLC a Registered Investment Advisor in the State of North Carolina. Insurance products and services are offered through A4 Capital Management. A4 Wealth Advisors, LLC and A4 Capital Management are affiliated companies. The presence of this advertisement shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of North Carolina or where otherwise legally permitted. A4 Wealth Advisors, LLC, A4 Capital Management and John Balcerzak are not affiliated with or endorsed by the Social Security Administration or any government agency. A4 Wealth Advisors, LLC does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor.

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