Retirement Protection

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Preserving Your Accounts

If you’re not careful, the complexity of your retirement accounts can get the better of you. Before you know it, a downturn in the market occurs and your 401(k) or IRA is struggling. What should you do?

Retirement Protection Solutions is in our name, so you know it’s an important aspect of your plan to us. We want to make sure you feel confident with your retirement plan and that your future income is well-preserved.

That can mean planning for rollovers or conversions. For instance, converting to a Roth IRA can provide tax-free growth potential and tax-free withdrawals in retirement. But that doesn’t mean a conversion would be right for you. That’s why at Retirement Protection Solutions, we walk you through what would make the most sense for you personally.

Full Team Assistance

At Retirement Protection Solutions, you’ll have a primary advisor working with you one-on-one, but our entire team is available to assist with your planning. We believe multiple people with expertise can offer the greatest strategy for your retirement. That means while you work directly with an advisor, the team will work in unison to build out the most successful plan for you, giving you confidence and comfort that not just one mind is creating your plan. This allows for high-level scrutiny within the office to make sure we have thought of everything. We have worked with many Fortune 500 companies, so we are comfortable and capable of completing the process in a timely manner.

Helping Protect Your Health & Future
with Life Insurance

You don’t just want to think about protecting your money when it comes to retirement. You also need to make sure your health and future are protected, specifically your loved ones.

That may include long-term care, which is always something to think about, but rarely is it addressed at the right time. With so many baby boomers approaching and experiencing their 60s, outliving income remains a primary concern, but so does long-term care and outliving health. We can help you address the need for long-term care through investment plans that can address this concern through upfront planning.

It can also mean additional life insurance is needed, which is an important part of anyone’s financial position in order to help family in the event of your passing. In addition, these policies can be quite confusing, and if you do not have the right plan, you may have something different from what you originally thought. Our team will be able to assist you with the best options for you and your family. We will review your current plan in place and evaluate if it meets your goals and needs.

Estate & Legacy Planning

Lastly, we work to make sure your estate planning and legacy desires are properly structed into your retirement plan. Many often plan so their retirement won’t outlive them, but will it outlive their spouses? We will sit down with you and evaluate so you feel good about how your plan continues offering benefits to your spouse and family.

We are proud of the work we do with our clients so that their legacy will continue beyond their days. The generational process of legacy planning started with the initial retirement and income plan but continues with a written plan that will outline the beneficiaries and the steps necessary to leave your assets in a safe and detailed way. Our clients’ and their families’ success is of the utmost importance.

Insurance products are offered through the insurance business Retirement Protection Solutions. Retirement Protection Solutions is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Retirement Protection Solutions are not subject to Investment Advisor requirements.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Retirement Protection Solutions is not affiliated with or endorsed by the U.S. Government or any governmental agency.

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