Top Retirement Challenges
Discover some of the top retirement planning challenges that you may be combating!
There are a lot of variables that need to be addressed to help ensure the you have an well balanced retirement plan. In this special report we’ll lay out some of the top issues that you need to address if you are in, or heading toward, retirement!
Top Retirement Challenges
Discover some of the top retirement planning challenges that you may be combating!
In This Guide You'll Discover
• Strategies to navigate today’s low interest rate environment
• Actions to potentially take to help protect your nest egg from stock market volatility
• How potential rising future tax rates may affect your spendable income in retirement (and ways to combat this challenge)
• How the ever-changing healthcare landscape and rising medical costs could affect your future
• Additional tips for tackling retirement challenges head-on
In This Guide You’ll Discover
Strategies to navigate today’s low interest rate environment
Actions to potentially take to help protect your nest egg from stock market volatility
How potential rising future tax rates may affect your spendable income in retirement (and ways to combat this challenge)
How the ever-changing healthcare landscape and rising medical costs could affect your future
Additional tips for tackling retirement challenges head-on
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Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC Registered Investment Advisor. Securities offered through TD Ameritrade Institutional, located at 5010 Wateridge Vista Dr., San Diego California 92121, (800) 431-3500. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and does not provide tax or legal services.
The information provided in these materials is for illustrative purposes only. Opinions, forecasts and recommendations are solely those of TWG. The projections used, including inflation rates and investment rates of return, are estimates only and in no way guarantee future performance. The assumptions and calculations are estimates and are meant to serve solely as a guideline. If any assumptions used in these materials are not realized, then the calculations will be inaccurate. There is no express or implied guaranty or warranty that any result shown will be achieved. Any statements or recommendations regarding annuities are solely those of TWG. Annuity guarantees are based on the claims-paying ability of the issuing insurance company. Annuity rates of return are based upon annuity contracts that are currently available in the marketplace. Actual rates of return will depend upon the specific terms of the annuity contract entered into between the client and insurance company. Rates of return on certain fixed indexed annuities may be calculated differently than the relevant market index and result in a lower return. Certain annuity features may require additional conditions and costs, and surrender charges for early withdrawals may result in a loss of principal. Withdrawals of earnings may be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty.
TAX ADVICE DISCLOSURE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this document.