Retirement Savings Planning

Experts agree it is important to take your 401k from your employer’s sponsored program, so you have control over the amount of risk in your portfolio. After decades of accumulation, it is prudent to eliminate risk so you do not have to go back to work or lower your standard of living if there is a market collapse.

Upon retirement, risk should be eliminated from a retirement account, which is accomplished by setting up a self-directed IRA. This is done by rolling your 401k into a principal and interest guaranteed account best suited for your retirement goals. ULTRA Advisors will customize a plan suitable for you and your spouse so you do not run out of money in retirement.

Watch this short educational video to learn more about ULTRA’s retirement planning services to learn more.

Worry Free Retirement Video: