Often times, advisors will suggest putting all of your money into investments or all of it into annuities. However, we’ve found that the “secret sauce” in retirement planning is to do both!
Enter our Split-IRA Concept®.
Using this strategy we put some money into annuities to provide protection and the possibility of future mailbox money, and put the rest into our Charles Schwab platform for potential growth and the flexibility to access it at any time.
When we invest money with Charles Schwab, we help choose from one of our five portfolios ranging from ultra-conservative to aggressive, based on your risk tolerance and financial situation.
Click the play button below to learn more about these five portfolios, and the “window of opportunity” each presents!