What Are Some Factors To Consider When Creating A Retirement Plan?

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   David RacichPRO

   Fountain Hills, Arizona

   There are several factors to consider in designing your retirement plan: Your tax bracket, your projected age at retirement, your life expectancy and your risk tolerance. This will help you determine whether you should use a qualified or non-qualified plan. It will help you establish your product suitability profile whether conservative, moderate or aggressive investments or saving vehicles. And lastly whether you should participate in an individual plan or a employer sponsored plan.

   Answered on July 21, 2013

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