Some of my fondest memories of childhood were spent with my grandparents in Troy, KY.
Reflecting back on 1978, two very important events took place. First, my Granddad retired from Bell South after a long career with the company. Secondly, a law was passed introducing a concept that has become synonymous with retirement savings – The 401(k) Plan.
Luckily for Granddad, he never had to fool with risking his hard-earned retirement savings in the stock market like Savers today. When he retired, he enjoyed a company pension and his Social Security check – he called them Mailbox Money®. As long as Granddad lived, he’d keep receiving those checks – regardless of what was happening on Wall Street.
Savers today work 40 years socking money away into the stock market in hopes to stockpile enough money to live comfortably in retirement, but without help from a trained retirement specialist, they may never know how much is enough. With our proprietary WorryFree Split IRA Concept®, we can provide Savers the next best thing to Granddad’s Retirement®.
If you’re interested in learning more about how to have liquidity and access to your money now, with guarantees of Mailbox Money® in the future – do your self a favor and call our office to discuss your situation.