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Feb 27, 2023

Massive layoffs in the tech world have been grabbing headlines lately.  Companies like Google, Meta and Amazon are letting workers go by the thousands.  Just a few years ago, many were looking at finishing their careers with these jobs.  If someone is close to retirement – and that ‘forever job’ is becoming less stable – what can they do now to prepare for an unplanned retirement and still get guaranteed income?

Then, once you turn 73, Uncle Sam makes you withdraw money from your tax-deferred retirement accounts so the government can collect its taxes.  It’s called a Required Minimum Distribution or RMD.  But what if it’s forcing you to take out more than you actually need?  Is there a way to work around this? 

Call Steve today for your Customized Comprehensive Retirement Plan!