78% of Americans recognize they need to fund their own retirement, yet half say they do not know how much to save.   

Souce: LIMRA Secure Retirement Institute, 2014

Bank Fund Retirement Income 融資強大倍數增值=免稅退休終身收入  

Life is filled with uncertainties, retirement is no different. How do we plan for something when we don’t know what to expect? As a result of advances in modern technology and medicine, people nowadays are living longer. An increased life expectancy, in combination with an aging population, uncertainty 



IncomeforLife_shutterstock_188526740surrounding government benefits and economic volatility are some of the factors forcing us to reconsider what it means to be financially secure in retirement. This longer lifespan is creating an increased need to manage longevity – the risk of outliving your money.

A lot of retirees don’t know how to deal with the distribution phase of retirement. People work hard to save and protect the lifestyle they love in retirement, but once they get to that point in their lives they need options. As your retirement planner, we will plan strategically with ways to convert your savings into retirement income.

If you are still in your wealth accumulation stage in life, we can also guide you with various financial tools to build, retain, and grow your retirement nest eggs...including Tax Free Retirement Income Personal Pension Plan.

Personal Pension Plan 個人獨特退休計劃  Tax Free Retirement Income 

Retirement Paycheck & Playcheck

U.S. Retirement Milestones


Age   Event
Age 55   If retired, may withdraw 401(k) savings without IRS penalty
Age 59 1/2  

Can withdraw tax-deferred assets without IRS penalty

Age 62   Partial Social Security benefit eligibility
Age 65  

Medicare benefit eligibility

Age 66   Full Social Security benefit eligibility
Age 70   Maximum Social Security benefit eligibility
Age 70 1/2   Must take RMD (required mimimum distributions)

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