Roulette With Your Retirement

by | Apr 16, 2019 | Discovery, Tax-Free

If you are saving for retirement in an IRS tax-deferred plan, you are playing roulette with your retirement. Bets are placed on:

  • Future tax rates
  • Future tax brackets
  • Withdrawal timing
  • Withdrawal rates
  • Market performance
  • Tax code changes

Roulette is a casino game named after the French word meaning “little wheel.” Bets can be placed on:

  • Single number
  • Groupings of numbers
  • Colors red or black
  • Odd or even numbers
  • High numbers
  • Low numbers

Retirement can be a sure thing where all bets are off.

Are you ready to discover how?

Remember, You Can Live Tax-Free in Retirement!

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Lone Tree, CO 80124

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Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.         

All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. 

Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.