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Retirement Income Solutions NC

Retirement income education

Having a retirement account is not the same as having an income plan.

A retirement account shows what you have accumulated. A retirement income plan explains how savings, Social Security, pensions, taxes, risk, and withdrawals may work together throughout retirement.

Now playing: “Having a Retirement Account Is Not the Same as Having an Income Plan.” Runtime: approximately 1 minute, 24 seconds.

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The difference

From an account balance to a retirement paycheck

The objective is not simply to own retirement accounts. The objective is to coordinate those accounts so they can help support spending, preserve flexibility, and manage risk over a potentially long retirement.

A retirement account may show

What you currently own

  • Account value
  • Investment or index options
  • Recent gains and losses
  • Contribution and withdrawal activity
  • Beneficiary information
A retirement income plan should address

How your resources may support your life

  • Monthly income needs and spending priorities
  • Social Security and pension coordination
  • Withdrawal order and tax awareness
  • Market, longevity, inflation, and liquidity risks
  • Income for a surviving spouse and legacy goals
A useful next step

See whether your current accounts form a coordinated income plan.

Bring recent retirement account statements, Social Security estimates, pension information, and your expected monthly spending to a retirement-income review.

Schedule a Retirement Income Review

Start with what you already own, what you need the money to accomplish, and the risks you want the plan to address.

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Educational purpose: This presentation is general educational information and is not individualized investment, tax, legal, Social Security, or insurance advice. Any recommendation should be based on the client’s complete circumstances and applicable licensing and compliance requirements.