ROLLOVER & RETIREMENT
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Are You Already Retired?
Are you saving for retirement?
Employer-sponsored plans are truly a great benefit
You can bring your old retirement accounts with you.
Learn to save the right amount for your retirement.
Risk tolerance, time horizon and investment strategy are all key components.
Saving is good!
Avoid the temptation to cash out your retirement plan.
Even if you leave, your account may be able to stay.
You can bring your old retirement accounts with you.
Just because you can take money, doesn't mean you should.
Time to get your investment house in order.
Saving is good!
Learn to save the right amount for your retirement.
Have you covered all your bases?
Are you on target, off by a mile, or somewhere in between?
You can bring your old retirement accounts with you.
Risk tolerance, time horizon and investment strategy are all key components.
Saving is good!
Retirement age varies with the circumstances.
Learn to save the right amount for your retirement.
Just because you can take money, doesn't mean you should.
Risk tolerance, time horizon and investment strategy are all key components.
Its important to determine how you will begin to receive income during your retirement.
Just because you can take money, doesn't mean you should.
You may no longer work at your job, but you do need to work at managing your investments.
Ready to write your own paycheck?
Juggling too many accounts?
Health costs can take a big chunk of your retirement savings.
Share the wealth with your family…not uncle sam.
Transfer Assets

Why Plan |  Documents | Strategies
“Oh what a tangled web our documents can be.”

So much of estate planning is simply drafting and updating legal documents. Where things go awry for most folks is the updating part. Either the document gathers dust as life circumstances change, or new documents affect old ones, but no one notices. Let’s shake off those cobwebs and put things in order. Follow our links below for important issues related to an estate plan’s principal documents. Our Paralegal, Kay, will be your guide.




“Better see your attorney for chapter and verse”

I’ll give your some pointers about each of these documents. But to find out what needs to be done in your individual situation, I suggest you contact your attorney.


Beneficiary designations
Titles
Wills
Durable power of attorney


© 2008 ING North America Insurance Corporation. All rights reserved.
Advisory services provided through ING Financial Advisers, LLC (member SIPC).
This information is not intended to be tax or legal advice. ING does not offer tax or legal advice. Consult your own legal or tax advisor regarding your specific situation.
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