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The Four Risks that Can Destroy your Retirement Finances

Retirement Planning & Financial Retiremnet Planning Tips

If your retirement finances get off track, it is likely due to one of these four reasons: retirement day decisions, over-withdrawal of principal, loss of principal from investment or unforeseen risks and taxes. Any of these four causes can create financial losses which can keep you from fully enjoying your retirement. But, with proper planning, these four causes can be managed effectively.


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Retirement Day Decisions

On the day of your retirement, you will likely be asked to fill out forms which can have a tremendous impact on your retired life. Some of the potential decisions you will be asked to make may include:

• If you want to take a lump sum payment from your pension or whether you would prefer ongoing annuity payments.
• Continuation of your company sponsored medical plan.
• How to handle your company sponsored retirement plans, such as your 401(k) or 403(b).

The key to making sound retirement day decisions is finding the proper solution to fit your unique financial needs.

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Over-Withdrawal

How should you handle your available capital when you retire? You will have a variety of choices when it comes to managing your retirement plans. Some of these choices could include:

• The withdrawal of the funds, causing you to pay taxes today.
• The withdrawal of the funds, but rolling over the net proceeds into a rollover IRA.
• Rolling the funds directly from your retirement account into a rollover IRA.
• Doing nothing and making a decision at a later date.

Choosing what to do and when to do it when it comes to your retirement funds is crucial when preparing for your retired years. One of the largest fears of most retirees is running out of funds. One of the fastest ways to do this is over withdrawing from your accounts. Never set up a withdrawal program which exceeds a reasonable average earnings capacity rate of return for your portfolio.

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Loss of Principal from Unforeseen Risks
Unforeseen risks such as litigation, debts which can result from divorce or remarriage and unexpected health problems can eat away at your retirement principal, causing you to deplete your available funds. While some of these events cannot be avoided or prevented, you can take proactive financial steps to ensure that they don’t derail your retirement goals.

Taxation

Having someone on your side who knows the tax laws, such as a qualified CPA, can substantially increase your spending power during retirement. Many negative tax consequences can be prevented through proper financial planning both prior to and during retirement.

Understand possible risk factors, develop proactive plans to avoid or minimize their effects on your retirement and work on an ongoing basis to ensure that your retirement capital and goals are protected. The best way to accomplish this end result is to work with a team of qualified, experienced financial professionals.

Financial retirement planning is one of the most important processes that we go through. Jim Trippon of Trippon Wealth Management has over 30 years experience in working with America's wealthiest families in retirement planning. Jim is able to share the secrets of making money and KEEPING it with his retirement planning clients. Honest, practical and sound retirement planning advice is what makes Jim, The Advisor To America's Millionaires.

Give us a call at 713-661-1040 and let’s start a conversation on how we can put our experience to work for you, TODAY!

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Trippon Wealth Management Group, LLC. (TWMG) is a registered investment advisor with the Securities & Exchange Commission. TWMG may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where TWMG and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.