Cost of Retirement
Long-Term Care Self Insurance
Capital Gains Taxes
Estate Taxes
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The vast majority of successful athletes, business executives and entrepreneurs will tell you that had it not been for a particular coach or mentor who worked with them diligently at a critical point in their career, they would not have achieved the level of success they enjoy today. Yet every year millions of hard working people come to the end of their professional career without the benefit of a coach or mentor to help them chart a successful retirement.According to a recent survey, 85% of retirees had someone else manage all of their retirement plan benefits throughout their working career, only to have this awesome responsibility thrust upon them the day they retired and their pension plan was distributed to them in the form of a Rollover Individual Retirement Account (IRA).
While there are many brokers or financial planners who would love to help you invest your retirement nest egg, we believe retirement planning involves a great deal more than simply investing your money in a few good stocks, bonds or mutual funds. During the raging bull market of the '90s many investors were lulled into believing that all you had to do was throw your money into the stock market and you would easily make 12% - 15% or more every year. The bear market that ran from March of 2000 through November of 2002, however, taught most of those same people some very hard lessons.Today, more than ever, retirees can benefit greatly from the professional assistance of a Retirement Coach; someone who will work closely with them in developing an income distribution strategy that produces predictable, sustainable and increasing annual income in all economic and market conditions. The Endowed Retirement Plan is designed to produce the income you need without systematically dipping into your principal, with the goal of preserving your assets for as long as you live.
Advisory services offered through JRL Advisors, LLC. Securities and investments offered through JRL Capital Corporation, a registered broker/dealer, a Member FINRA/SIPC.