Retirement Income Planning

At some point, all of us will switch gears from saving for retirement to turning that savings into a retirement paycheck. Make sure you have a plan in place prior to making the retirement leap. Plan early and plan often with the help a LPL Financial Advisor. You’ll want to make sure you’re maximizing and analyzing:

Your Social Security
Your spouse’s Social Security
Pension and 401K income resources
Traditional IRA and ROTH IRA income and growth strategies
Do you own company stock in your 401k?
- Net Unrealized Appreciation (understand this potential tax savings rollover strategy)
Concentrated Stock Positions

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Contact

Office: 801-260-7727

Fax: (801) 260-7278

3876 West Centerview Way

West Jordan, UT 84084

Contact.lpl@cypruscu.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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