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Whether you are starting to think about retirement or are already retired, making the right investment and distribution choices can make the difference between enjoying or worrying about your retirement. When planning for retirement there are several things you should consider: 1. At what age you would like to retire Let Investor Solutions help you Our experienced advisors can help you plan for your future. They will examine all aspects of your finances to determine an appropriate plan that will help you retire comfortably. If Saving for Retirement 1. Identify appropriate savings plan If Getting Ready To Retire or Already Retired 1. Consolidate your accounts Our financial advisors and service representatives are always a phone call or email away to answer your questions and assist you with your account. To find out more about our solutions for retirement fill out our request for information form White Papers Defined Contribution Plans: Sponsor Failure Investing For Retirement
On Social Security Social Security Primer Part II Social Security Primer Part III Social Security Fix It or Lose It Retirement Planning Videos Introduction To Retirement The_Benefits_of_Tax_ Designing_an_Effective_ Expected_Returns_and_ Balancing Investment Risk I Calculators 
2. How much money you'll need to live on
3. How much money you need to save to
meet your goals
4. Your future financial liabilities
(college education, mortgage etc.)
5. Other potential sources of income
(rental incomes, social security, etc)
6. Your risk tolerance level
7. Realistic portfolio withdrawal rates
3. Design portfolio for maximum growth
4. Minimize investment costs
5. Identify appropriate levels of investment
risk
6. Develop and implement appropriate
asset allocation
7. Develop asset protection strategies
8. Monitor portfolio and make changes if
necessary
2. Retirement plan rollovers (401k, 403b,
457, profit sharing and pension plans)
3. Identify liabilities and income
requirements
4. Determine an appropriate asset allocation
5. Minimize investment costs
6. Reassess portfolio risk
7. Determine a sustainable portfolio
withdrawal rate
8. Plan and set up IRA distributions
9. Plan and set up Required Minimum
Distributions
10. Guide you on estate planning or asset
protection solutions
11. Monitor portfolio and make changes if
necessary
Smart Moves For Your Pension
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Planning
Deferred_Plans
Portfolio
Diversification
Balancing Investment Risk II
