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Video Transcript:

What are The Three Phases of Retirement Planning?

Phase 1 is the Growth and Accumulation Phase of Money

During Phase 1, we generally focus our energy on saving and investing as much as we can to build a significant Nest Egg.

Phase 2 is the Distribution Phase of Money or what is known as Income Planning.

In Phase 2, our goal is to devise a strategy which will help us achieve adequate income during retirement.

Phase 3 is the Transfer or Pass-Thru Phase of Money.

Our goal in Phase 3 is to transfer our wealth in the most tax efficient manner to our family and heirs.

Regardless of where you are in your life, it is important for your plan to address all Three Phases of Retirement Planning.

We can help you prepare for all phases of retirement. Give us a call at 949-474-8440.

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