“Sequence of Returns”

Have you heard the term “sequence of returns”? If not let’s set up a time to review and discuss your exposure to this pitfall. Having retirement dollars exposed to market risk while pulling income could be a very costly mistake in later years. Required Minimum Distributions (RMDs) are especially risky since the individual has little discretion in taking these funds. These issues and others could significantly reduce the longevity of your funds. Thereby causing you harm as you descend the retirement mountain. Let’s visit about trip planning!

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