1. There may be a penalty for claiming Social Security benefits while working before full retirement age.

2. What is the ideal income stability ratio you need in retirement?

3. Everyone should convert IRAs to Roth IRAs.

4. It is better to take a lump sum pension option from your defined benefit plan if available.

5. Taking a portion of a retirement portfolio and buying a life annuity can protect against the uncertainty of life expectancy, ensuring that a basic level of spending is available throughout retirement.

6. Distributions from an IRA generally must be made every year once an individual has attained age…

7. If you follow the “4% rule” for withdrawing from your retirement accounts annually, you’ll never out live your accounts.

8. Social Security income is not taxable.

9. Historically, which one of the following generates the highest returns over a long-time period?

10. Have you taken the time to receive your complimentary analysis or comprehensive retirement plan?