Rethinking Retirement: Why You Need More Than a 401(k)

One of the more common missteps we see folks make in their retirement strategy: 𝗺𝗶𝘀𝘁𝗮𝗸𝗶𝗻𝗴 𝘁𝗵𝗲𝗶𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁 𝘀𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀 𝗮𝘀 𝗮𝗻 𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗯𝗹𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆! 🙅
Your 401(k) or other tax-deferred retirement savings accounts are designed to accrue and grow your savings.
They are NOT structured for 𝗲𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝗮𝗻𝗱 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁 𝗱𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻!
To explore some different financial tools that can optimize the amount of wealth you’re able to retain and 𝗽𝗿𝗼𝘃𝗶𝗱𝗲 𝗿𝗲𝗹𝗶𝗮𝗯𝗹𝗲 𝗶𝗻𝗰𝗼𝗺𝗲 𝘁𝗵𝗿𝗼𝘂𝗴𝗵𝗼𝘂𝘁 𝘁𝗵𝗲 𝗱𝘂𝗿𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁, our team is standing by and ready to assist! 👋
If you have specific questions you would like to address with Kristina, Rob, or the team at Powerful Legacy, LLC directly? Book a complimentary visit here 👇
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DISCLOSURE:
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives, and do not offer tax or legal advice.
Any references to protection benefits or steady and reliable income streams on this page refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.