Learn how the critical elements of planning need to be used together, and not done in silos.

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We have all heard the stories of one stock making someone rich. That is the unicorn of investing. For everyone else, here is what you need to know to grow wealth over time.

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When you retire, where and how is the income distributed? What is the strategy? What are the tax consequences? Why is taking money so different from saving money in your retirement accounts?

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Where’s the beef? When you retire, where and how is the income distributed? What is the strategy? What are the tax consequences? What will you do with your new found time and is your spouse on board - they already have their “program” and you may be considered an interruption accidentally.

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59.5 is the age where the 10% federal withdrawal penalty goes away. This is true of IRA’s and most company plans. How you coordinate your distribution strategy is both a question of income and of age.

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Uniform Transfers To Minors (UTMA) provides a mechanism for investing assets for minor children. The age of majority varies from state to state. Indiana’s age of majority is 21 and at that point the child has total access to the investments without any restriction or oversight from the original donor.

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Inflation is usually slow to show up, like gaining a pound or two a year. Typically, it doesn't make a great deal of difference until it does. The destruction of your purchasing power - a dollar buying less today than it did in the past - is one of the four issues for a Fiduciary. Understanding inflation, the value of the dollar, and your future needs and expectations will help you build the right retirement strategy.

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As you get older you realize that things change - your investments are no different. What made perfect sense to you 20-30 years ago may not make sense today. The good news is there is always a way to make the most of those accounts that you no longer need.

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Very often we hear people say they don't want to keep all their financial eggs in one basket. The feeling of having accounts with multiple advisors and banks brings a sense of safety to families that they will not lose all their money. Call it financial institution diversification. This may have made sense in another time, but we know that lowering the number of your accounts reduces stress and provides advisors a better chance to manage investments and control taxation.

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You know the old saying, “Don’t put all your eggs in one basket”, but how can you ensure you are using not only the right number of baskets, but the right kind of eggs too? Tune in as we discuss the importance of true diversification!

Connect with Financial Enhancement Group:

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We would love to answer your questions on air!

Give us a call at (800) 928-4001 or send them to [email protected]