The Greatest American Fear is Outliving Our Retirement Savings.
What's Your Plan...
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Learn how to leverage using bank financing to boost your retirement
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 surrounding 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.
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) |
4 Bay Area Offices:
San Fran: 1550 Noriega St Suite 100, SF, CA 94122
San Jose: 4320 Stevens Creek Blvd, Suite 191
(Tues/Thurs by Apptmt)
Fremont:
42808 Christy St, Suite 112
Oakland: 638 Webster St Suite 420 (Mon,Wed,Thurs)
Tel: 1-888-746-6688
415-661-3885
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© eHealth-Plans Inc. / Amazing Wealth Insurance Agency 2005-2019 This website is designed to provide general information on the subject covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan or arrangement. Please note Simon Chew, CIC and his representatives do not give legal or tax advice.