Retirement Resource Review
The Retirement Resource Review (“RRR”) is an annual planning tool for each Retirement Advisors of America client. This report provides you a “look into the future” for your investment portfolio with Retirement Advisors of America based on various assumptions, your current withdrawal pattern and inflation projections. This allows our clients to alter their investment risk parameters and/or their account withdrawals, if necessary.
This is a detailed report each year projecting distributions from your IRA, and the possible excise tax penalties that may be incurred before and after the required mandatory distributions begin at age 70 1/2. This report also projects the estimated future value of your IRA, based on targeted returns, withdrawal rates, and inflation assumptions through your life expectancy. Using this information, you may consider a proper course of action so your IRA may be managed for maximum benefit, while avoiding or minimizing any potential tax penalties.
Click here to see a sample RRR
