ADDITIONAL INVESTMENTS & SAVINGS

Additional investment opportunities can help boost your savings and income to better prepare you for retirement.

Contributing to an IRA can be a great way to save additional dollars toward retirement. Another key part is reviewing Social Security benefits to help determine a retirement date.

 

Annuities are an option that should provide a lifelong stream of income in retirement.

 

Real estate and rental properties are ways to generate passive income and if the properties appreciate, they could act as a good nest egg for future advanced planning strategies.

GOAL

Evaluate other investment opportunities and vehicles.


CHECK POINTS

  • IRAs

  • Annuities

  • Social Security

  • Real Estate

RESOURCES