Wealth Management & Financial Planning

Wealth Management & Financial Planning

Retired minimum distribution

Pulling money out of your accounts does not feel natural because you spent all your time putting that money in there. Another reason people do not pull money out of their accounts is that they don’t need it! Lastly, there’s a fear of running out of money. Those are the three pain points for people not taking their money out of accounts. Regarding the Required Minimum Distribution, you need to understand that your retirement dollars will exit. They will either exit by your design, they can go by the force of the IRS (with a 50% penalty), or you let lawyers settle it. Most people should design a plan.

Fill out the form below to sign up for articles and insights. 

“Kicking the Tax-Can Down the Road”, article by Daren Hardesty

RMD's: They are called that for a reason!

Are you turning 72 soon? What you need to know.

Checklist:

Things to consider before you retire.

YOU DON'T HAVE TO LOVE FINANCES

You just need to be sure your plan is solid.

Whether you take care of this on your own or have a fiduciary, get the answers you need to know!

Join our facebook Group

Stay up to date and connected!

We share updates regularly from our advisors and company news. We encourage you to as questions and invite your friends and family to join as well. 

Schedule a Meeting Today!

Schedule a "Next Steps" Meeting

If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

Access all of our checklists!

Receive Our Free weekly Market Update Video

The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.