Financial Advisor, Kiran Sharma, discusses the distribution phase in this video series.
In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit down with financial advisors, accountants, and business service specialists to discuss hot topics and more. Our goal with this video series is to educate and provide resources that will help guide you along your financial journey. In this interview, Kiran Sharma, one of our financial advisors, will answer the frequently asked questions she receives from clients.
The Distribution Phase – The Basics
In this video, Kiran will walk you through…
• What the distribution phase refers to and when it begins
• Why the distribution phase is so important
• When you should meet with an advisor to plan for the distribution phase
• How often you should meet with your advisor during retirement
Want to learn more? Here’s an additional resource for you…
A Retirement Income Distribution Plan Is as Critical as Saving
Article from Kiplinger
A wealth plan ensures you won’t run out of money in retirement by preparing for your cash-flow needs, increased inflation, taxes and expenses such as health care costs, which greatly increases your probability of success in retirement. Having a retirement account is simply not enough. Without a distribution strategy, you are missing one of the most critical components of your retirement plan. Click here to continue reading this article from Kiplinger.
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Or if you’d like to learn more about how to plan for retirement and other related topics, check out our Financial Planning blogs where you can access these great resources. (Click here to read more.)
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