Straight Talk on Retirement with JBL Financial

Hear more Saturday's at 10:00 AM on the Big 550 KTRS

Still need more help navigating Medicare as you enter retirement? Learn more here: http://info.jblfinancial.com/transitioning-to-medicare-from-company

Listen in to what Jeff describes as the "official" grown-up age - and all the fun stuff that comes along with it...

Tune in to our show Saturday's at 10:00 AM on the Big 550 KTRS!

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.

Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.

We're talking MILK MONEY! Tune in to hear tips on how to blow it out of the park for your retirement gameplan.

The case studies are hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing.

The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.

Investing in mutual funds involves risk, including possible loss of principal.

Do you want more information on how we weave insurance planning into your overall retirement gameplan? Erin breaks down questions we ask and how we make it all fit!

Guarantees are based on the claims paying ability of the issuing company. The case studies are hypothetical situations based on real life examples. Names and circumstances have been changed. The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

The case studies are situations are hypothetical situation based on real life examples. Names and circumstances have been changed.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results