If you retire in your mid-60's you can expect to live for another 20-to-30 years as a result of healthy lifestyles and medical advances. How will you manage your investment portfolio during that time? Do you have a reliable income stream that will last you 30 years?

The first step is to put a retirement income plan together. Your retirement should be the longest and best vacation of your life. However we refer to this planning process as "Longevity Planning" versus retirement income planning. You are embarking on a long, fun filled journey. . . not retiring from living. We will put a plan in place so you will become financially independent, have enough money for you and your family to enjoy your retirement years and not be worried about outliving your money and become dependent on your children.

There is a lot to take into consideration.

• Sources of retirement income
• Distribution and withdrawal rules from IRA's and 401K's
• Social Security
• Investment strategies and risk management
• Health care costs
• Long-term care
• How to minimize taxes
• Estate planning

MONECO Advisors are professionals in retirement planning and strategy. We can help you plan so you can pursue the retirement you desire.

"How Are you doing . . . really?"

Read an enlightening and informative interview with MONECO founder and president Christopher Neubert on retirement issues and strategies in Westport Magazine. Click here to link to the article. No strategy ensures a profit or protects against loss.

Want to Learn Even More?

Do you know how to be financially able to retire at any age?  Do you know how to accumulate retirement funds even if you do not qualify for an IRA or if you have contributed the maximum amount to an IRA or 401k?  Do you know how you can protect retirement accounts that you leave beneficiaries from being taxed up to 65%?

Living & Learning answers these questions and more.  Whether or not you are just beginning to plan for retirement or your children's education, or are already retired, Living & Learning provides insights and information that you can put into practice now—to secure your goals for retirement or your children's education.

We'd like to send you a complimentary copy of, Living & Learning, Achieve Retirement and Education Security, by Robert S. Keebler with Christopher J. Neubert.

Submit the form below and we'll send you a copy, free.

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