One of Our Three Principles

Keep It Simple

Simple Retirement Options

Your strategy for retirement should be simple, easy to understand, and designed to help you reach your goals.

senior couple kayaking simple retirement options

Retirement Options With Simplicity – Myth or Fact?

Retirement can certainly seem like a complicated topic. First of all, there’s choosing which account you should put your money into. An IRA, a 401(K), 403(B), or 457 plan may have options for rolling money over into other accounts. You may also want to change your strategy as time goes on. What works for retirement savings early on might not work as well for your goals as you actually enter retirement. Because of all these options and decisions, simple retirement options may seem like a myth. But they don’t have to be.

How to Make Things Simple

Making sure things are simple and easy to understand is one of AGM Secure Money’s core principles. And make no mistake, keeping things simple is easy to do. For starters, protecting some of your money from market loss is an easy concept. And for many retirees, it’s an important one as well. Market fluctuations may become less tolerable to you as you age. With less time for your account to recover from loss, a simple protection strategy may help make things easier. We help clients protect their money, but still, have potential indexed interest gains. A solid strategy with protections and interest potential creates a simple retirement.

Our clients are able to keep their savings safe from market losses, through the products we offer. Fixed Indexed Annuities (or FIAs,) for example, provide protection when the market is down, but still earn potential indexed interest when your annuity indexes rises.

financial advisor meeting with client about a simple retirement options
happy senior couple holding hands on couch

You Should be Confident in Your Retirement Strategy

Are you nearing retirement?  Are you already there? This time can be stressful for you financially if you don’t have a simple strategy. Some people worry about what a stock market drop could do to their savings. They could be concerned about their savings potentially not lasting them for the rest of their life. Our firm provides retirement options that could give you a lifetime retirement income without you having to worry about losing your principal. Retirement should be worry-free, and having a simple and straightforward strategy can help.

Our Team is Here to Help

AGM Secure Money is here to help you fulfill your long-term retirement goals. Attend one of our upcoming workshops or contact us for an appointment to learn more.

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