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UTILIZING PROVEN STRATEGIES

 

Flexible Benefits Agency, Inc. is pleased to provide you information and strategies to simplify your decisions on what to do with your retirement savings. 

 

What is Retirement Distribution Planning?

As Retirement Distribution Planners, we will assist you in planning withdrawals from IRAs, 401K, and other tax-qualified plans and answer any questions you may have.  Distribution Planning allows you to maximize the after tax benefits while complying with tax rules and regulations to attain your individual goals.

 

Some Questions You May Have

  • What is taxable and what is not?
  • What should I do with my money?
  • Will my money be safe?
  • Where can I get a good return on my money?
  • Will I outlive my money?
  • How can I keep my assets out of probate court?
  • Should I take a lump sum distribution or rollover to an IRA?
  • Should I just put the money in CD's or money market funds?

No Fees or Charges for Our Services

We can help you reach the port to which you are sailing, Worry Free Retirement!

Thank you and please browse our website for valuable information.

 

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