We manage more IRA Rollover accounts than any other type of account. As IRA clients are generally at or near retirement, these are accounts that need to be managed with an eye for sustainability and future Income. These accounts are your prime income vehicle into the future so Protection from major losses prior to retirement is critical.
In our planning process, with our clients, we determine how much income is needed so we can determine the asset mix to fully maximize the expectations from our clients. If your advisor buys and hopes with no eye toward a protective strategy, you really need to see what we do differently.
Take our quiz to receive information on we calculate future income and protect your account.