Jennifer (Wong) Hernandez’s Post

Dive into the evolving complexities of retirement income through defined contribution plans with industry expert Jeff Zielinski. Discover why plan sponsors take a cautious approach due to fiduciary concerns and see what the future holds for retirement income options. Read the article: https://bit.ly/41z2NGP

When you turn 73, you'll need to start managing your required minimum distributions (RMDs) from your tax-advantaged retirement accounts. This important step helps ensure you're making the most of your retirement income. Need guidance? We're here to help!

Advisers, we want to hear your thoughts on retirement advice. 🗯️ Iress are looking to make it easier for you to access retirement income products by fully integrating them throughout the advice journey. To begin this process, we want to hear from you. Do you use lifetime annuity products as part of your client’s retirement strategy? What barriers have you experienced? What modelling capabilities would you require? Take 2 minutes to share your thoughts here: https://lnkd.in/g5Vu_XpT #financialadvice #financialplanning #retirement

Do you use lifetime annuity products as part of your client’s retirement strategy? What modelling capabilities would you require? We want to hear from you. #Iress #Advisely

The return to work during retirement years happens for a wide variety of reasons. Let’s talk about how an annuity can support your retirement income and help you retire on your terms. https://lnkd.in/dCKVJ-yv.

Whether you feel like you've fallen behind on your retirement savings plan or are on track and simply want some added financial security leading into retirement, a powerful provision for age 50+ers to supercharge their retirement plan is Catch-Up Contributions. In our most recent article we dive into the following topics about Catch-Up Contributions: - How catch-up contributions work - How to implement this provision - A word of caution before rashly implementing To see if a few minutes of reading can get you closer to your retirement goals, click here: https://lnkd.in/dbzG-yhx Brandon Archibald Peter Laufenberg Markus Cole

The return to work during retirement years happens for a wide variety of reasons. Let’s talk about how an annuity can support your retirement income and help you retire on your terms. https://lnkd.in/gEkaiSpT.

Getting close to retirement? It's time to think about your income needs for the future. Let's start your retirement income planning process and discuss income solutions available to you. Linda Cuellar (956) 413-5060.

We’ve passed the point where we can expect a company to solely take care of our retirement needs. Let’s talk about how you can take command of your retirement income needs through a pension-like annuity.

We’ve passed the point where we can expect a company to solely take care of our retirement needs. Let’s talk about how you can take command of your retirement income needs through a pension-like annuity.