How To Plan For Retirement

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Helping You Achieve the Life You Want In Retirement

Are you over 59 1/2 years old and still working? Thinking about retiring in the next 5 years? Before you do, we at Armstrong Financial Strategies Group strongly urge you to explore the benefit of an in-service, non-hardship distribution from your employer retirement plan.

If you have more than $250K in retirement assets and you’re ready to explore your options for life in retirement, we look forward to helping you financially prepare for a comfortable future to come.

Make an appointment today and

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Changing Jobs or Retiring?
Know the Options for your Retirement Plan Savings

This free brochure covers the basics on how to choose an appropriate spending strategy to help you minimize taxes and make the most of your savings.

Topics Include:

  • Rolling Over Your Assets into an IRA
  • Leaving Your Assets in Your Former Employer’s Plan
  • Moving Your Assets to Your New Employer’s Plan
  • Taking Your Money Out and Paying the Associated Taxes

Each option is discussed in detail, highlighting the benefits and potential obstacles to help you better evaluate which is the right choice for you.

Submit the form below and watch your email for your brochure!

Get Started

 

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6 Steps My mission to live
the life I desire with
the least amount of
sacrifice, risk and worry
Define...
What you want out of life, your life goals
Quantify...
What is required to fund your goals and when to begin
Develop...
A plan to fund your goals as they come due
Budget...
Investment risk to help achieve your funding plan
Invest...
Well within your investment risk budget
Review...
Your plan annually and adjust as needed