Guidance for Maximizing Your Retirement Account Distributions

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As a registered investment advisor, We understand that when it comes to retirement planning, your company-sponsored retirement plan plays a vital role in building your portfolio. With effortless contributions directly deducted from your paycheck, your retirement account grows steadily over time. However, when it’s time for a distribution, there are several crucial considerations to remember.

At RFG Wealth Advisory, we specialize in navigating the complexities of retirement account decisions. We recognize that people like yourself have specific needs and circumstances regarding retirement planning. That’s why we specialize in maximizing your retirement account distributions.

Whether you’re considering IRA rollovers, Roth conversions, or lump-sum distributions, these strategies can present significant tax-saving opportunities. However, it’s important to proceed cautiously to minimize your tax burden effectively. Our team can provide you with the necessary expertise to help you make informed decisions that align with your financial goals and objectives.

To further assist you in understanding the various options available for your retirement account distribution, we have prepared a comprehensive guide titled “6 Options for a Distribution from a Company Plan.” This resource will provide you with valuable insights into the different choices and considerations you need to be mindful of during this critical phase of retirement planning. To download your copy, simply on the checklist button below.

We understand that every individual’s financial situation is unique, and we believe in personalized guidance tailored to your specific needs. Please contact us today at 940-464-4104 to schedule a no-obligation call to talk about your specific situation. This no-obligation call will allow us to gather the necessary information to provide additional guidelines in making distribution decisions to help maximize your benefits and minimize your tax liabilities.

Our lead advisor, Chris Robinson will be more than happy to schedule a convenient time for your call. We are committed to ensuring your retirement journey is smooth and successful.



6 Options for a Distribution from a Company Plan

“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.

The LPL Finanical registered representatives associated with this website may discuss and/or transact business only with residents in the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

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