Understanding Retirement Concepts

Once you retire, the financial rules you have spent your whole life following may no longer apply. Instead of earning and saving money, you may need to leverage and distribute it in order to create the retirement income you’ll need.

Satisfying your income needs in retirement requires innovative thinking, careful planning, and strategic investing. It is a process that involves balancing your risk exposure, avoiding the flaw of averages, and appropriately managing your retirement account withdrawals.

Your personal and financial goals will determine the amount of retirement income you need, which can dictate the type of plan you create. Learning the strategies that will help you build the future you deserve begins with creating your complimentary account, which will give you access to the rest of this educational video and allow you to download your Retirement Income Toolkit!


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Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Cooper Financial Group, LLC/Brad Cooper. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Company.

Horter Investment Management, LLC, Cooper Financial Group, LLC and Brad Cooper is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

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