Randal C. Dame, CMFC, CRPC

Financial Advisor

1684 Southwest 86th Street, Suite C
Oklahoma City, OK 73159

405.684.2000

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Taking your Social Security benefits at the right time may help maximize your benefit.

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The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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