DO YOU HAVE A RETIREMENT INCOME STRATEGY

You’ve probably been planning for retirement in some way, shape, or form for many years. Maybe you participate in your company’s 401(k) plan or set aside money in a traditional or Roth IRA. Maybe your employer offers a pension plan. All of those are important retirement income planning actions. As you get closer to retirement, it’s important to plan for your retirement income in specific detail.
  • How much money will I have coming in the door every month?
  • Will I have enough income to cover my expenses in retirement?
  • Is my retirement income guaranteed or could it fluctuate?

Download our Free, No Obligation Guide “10 Steps to a Successful Retirement”, to help begin asking some very important questions regarding your retirement income.

Get Informed With the Fixed Annuity Facts Guide 

Between the enormous number of financial products available and information received from an extremely competitive financial marketplace, it’s easy to get confused or even be given false information. The information presented here is intended to provide accurate, easy-to-understand information about fixed annuities and their role of insuring the retirement savings and retirement income of Americans.
 
Download our Free, No Obligation Guide, “Annuity Facts Guide”, which answers questions like:
  • Do you understand how to protect against fraud when buying a fixed annuity?
  • Do you know how a fixed annuity works?
  • Do you know how to get retirement income from a fixed annuity?

​5 rollover strategies 401(k)s

Did you leave something behind at your last employer? No, not your favorite stapler. Something much more important. Something that could impact your retirement and your financial future. Did you leave your 401(k) plan behind? If so, you’re not alone. Leaving a job can be hectic and it’s easy to forget about your retirement plan. But, the good news is that it’s never too late.

​Download our Free, No Obligation Guide, “5 rollover strategies 401(k)s” you will learn about options like:
  • Cashing out your previous 401(k)
  • Transferring your 401(k) from a Previous Employer
  • Rolling your 401(k) into a Roth IRA
Kirt Carstens, CLU, ChFC
Investment Advisor Representative
P: (712) 332-5960
F: (712) 332-5391

605 Hwy 71 S
Arnolds Park, IA 51331
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This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.

Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor.  Carstens Financial Group and CreativeOne Securities, LLC are not affiliated.
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This information has been provided by a Licensed Insurance Professional and does not necessarily represent the views of the presenting insurance professional.  The statements and opinions expressed are those of the author and are subject to change at any time.  All information is believed to be from reliable sources; however, presenting insurance professional makes no representation as to its completeness or accuracy. This material has been prepared for informational and educational purposes only.  It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 

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