Lifetime Income Planning
Goldstone specializes in providing alternative solutions for your IRA & 401k rollovers. We can help find the best vehicle for your situation to help conserve and grow your rollover assets. These days, thanks to new prescription drugs and advancements in medical technology, people are living longer than ever before. However, one drawback to a longer life is the greater possibility of outliving your savings. All the more reason to develop a strategic plan that you cannot outlive and continues to work for you no matter what the market environment sets.
An investment loss in the years just prior to and/or just after you retire can have a dramatic impact on the level of income you receive over the course of your life. In fact, the earlier a loss occurs after retirement, the greater the chance of depleting your retirement savings.
We can help you design an income plan incorporating insurance and investment vehicles to create opportunities for long-term growth as well as guarantee income throughout your retirement.
Neither the Company nor its agents or representatives may give tax, legal, or accounting advice. Individuals should consult with a professional specializing in these areas regarding the applicability of this information to his/her situation.
"The Changing Story of Retirement"
Learn important variables you may need to know about retirement.