IRA & 401k Retirement Planning
As you enter what is know as your preretirement stage, 5-10 years from retirement, your goal should change from saving and investing to saving, investing, and protecting. We at Southern Life are able to help you devise a plan that will allow you to take at least half of your savings and continue to allow it to grow, but without the risk of a stock market investment. Protect and grow some money, while continuing to invest and grow the rest.
At retirement, the typical American is no longer contributing to their retirement savings, and it is now time to protect, protect, protect! Leaving your savings in a market account that is completely at risk is no longer a smart option, nor is pulling it all out and placing it in a saving’s account where it will draw little to no interest. We have products that insure your investment 100%, still allow your money to grow at impressive gains, eliminate tax penalties and minimize what you pay to Uncle Sam, AND turn your investments into a monthly income to help supplement your social security! It is a beautiful option for most retirees!
You have worked so hard to save for your retirement! Allow our retirement team to devise a plan that will help you protect your hard work and make your retirement all that you have dreamed about. We look forward to hearing from you soon!