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Marketers, #DYK Nationwide Peak® 10 is providing clients with even more guaranteed retirement income by boosting withdrawal percentage on the bonus income+ rider? Contact your affiliated broker to learn more about how this increase can help your clients. #TogetherAsOne

Join us for a webinar on Retirement Income with Martin Lines and Yannis Katsis. Understand key elements of the advice process, stress-testing methodology, and benefits of adding guaranteed income to a drawdown portfolio. #SecureLifetimeIncome #JustBlends https://ow.ly/In5j50QpTe4

Ready to supercharge your retirement income? I’m here to help you navigate tax-advantaged strategies and manage risks like a pro! Have questions? Drop them below, and let's chat! 🌟💬 #RetirementPlanning #FinancialEducation

Find out how you should change your retirement plan to adapt to recent market conditions, by booking a short with us today. Visit wherryandassociates.ca #RetirementPlanning #BuildingWealth #InspiringFinancialConfidence #IGLivingPlan

https://lnkd.in/e768eShu This video goes into the teachings of investing more wisely than a 401k or an IRA.. The money you loose from the created Wall Street downturns outweigh this perceived only option for creating your retirement income..

Since the introduction of the FCA's Retirement Income Advice Assessment Tool (RIAAT) it is more important than ever to use a fact find document to build a clear picture of client circumstances. Why? Find out more here: https://rebrand.ly/t4utul7

Today 401(k) plans have become the primary source of retirement income for many Americans. Because of this, it is important to understand how you can work to maximize these plans and protect yourself from potential loss. Ready to begin planning? Call me at 828-545-2658 Today!

Tip Tuesday! Let's talk about the 2024 contribution limits to retirement accounts. In recent years, there is a cost of living adjustment to the maximum contribution limits. The account types listed below are the most frequently discussed, but you need to know there are additional plan types out there. Also, the dollar amounts listed below are for individuals under the age of 50. For those over age 50, you get what is called a 'catchup' increase. Don't know which plan/contribution amount is right for you? That is where we can help!

Coordinating your 𝗦𝗼𝗰𝗶𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀 is crucial for maximizing your retirement income! 💵 Delaying claiming can have significant long-term benefits, but it's important to 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿 𝘆𝗼𝘂𝗿 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹 𝗰𝗶𝗿𝗰𝘂𝗺𝘀𝘁𝗮𝗻𝗰𝗲𝘀. It's all about what makes sense for you, not industry standards or rules of thumb. Tune into 𝙏𝙝𝙚 𝙒𝙚𝙖𝙡𝙩𝙝 𝘾𝙤𝙪𝙣𝙘𝙞𝙡 this Sunday at 2 pm ET on Fox Business Network to catch Garry alongside a panel of advisors discussing different claiming strategies and how to make the best decisions for your golden years! 👍 #Socialsecurity #TheWealthCouncil #retirementincome

Considering using your retirement assets for a down payment? Think about this first. #buyahome #firsthome