Retirement planning

No matter your stage of life, it’s important to have a plan in place for your retirement years.

With thousands of baby boomers retiring every day, some of the top questions on their minds are, “How can I generate an income to last for the rest of my life?” and “How do I protect myself from longevity risk?” At Sarasota Wealth and Tax Advisory, we provide solutions and answers to these common questions. Our retirees feel more confident in knowing their income will last for the rest of their lives.

Annuities for Retirement Income

Many retirees are considering fixed index annuities (FIAs) as an option for their retirement funds, because FIAs offer the opportunity to participate in market-linked returns with no market downside. These unique products offer the potential for a steady lifetime income without the same market volatility experienced in 401(k)s and other employee-sponsored retirement plans. At Sarasota Wealth and Tax advisory, we offer a complimentary annuity review for all those in our community who want to understand their existing annuities or potential annuities.

Are you ready for retirement?

Are you ready for retirement?

Many people may feel ready for retirement, but their portfolios aren’t! Fill out the form below to download our 5 Steps to Retirement today!