What is your biggest financial concern about retirement?

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By proper diversification and asset allocation into Tax-Free Accounts.

If you do not have any Tax-Free Income streams in retirement then you will most likely run out of money sooner than expected and all because of Uncle Sam!

 At the age where you receive the most benefits. Most of the time it is sooner than later! 

Contact us for a complimentary Social Security Maximization Report 

 A worker can choose to retire as early as age 62, but doing so may result in a reduction of as much as 30 percent. 

 Delayed retirement credits increase a retiree's benefits. 

 There are strategies however that will allow you to receive more benefits at age 62 than you would have if you waited till age 70.

By diversification and asset allocation along with rebalancing your portfolio. 

In other words -- Don't put all your money at risk! Stocks and Bonds Lose! 

You need to have some Safe Investment Accounts that still offer growth and tax benefits.

About 80% of your final pre-retirement annual income.

 That means if you make $100,000 annually at retirement, you need at least $80,000 per year to have a comfortable lifestyle after leaving the workforce. 

 To generate the $80,000 cited above, for example, you would need a nest egg at retirement of about $2 million ($80,000 / 0.04). This strategy assumes a 5% ROI (after taxes and inflation), no additional retirement income (such as Social Security), and a lifestyle similar to the one you would be living at the time you retire.