Friday, February 26, 2016

Savvy Ways to Build a Retirement Investment Plan

Money Matters Weekend Update: Savvy Retirement Investment Plan, Talk with an Advisor, Stay Healthy in Retirement, Indexed Annuities
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EMAIL NEWSLETTER | February 26, 2016
Savvy Retirement Investment Plan

Savvy Ways to Build a Retirement Investment Plan

There seems to be some debate about whether it's best to hold stocks and other equities inside a qualified retirement plan or outside the plan. For most people, building an equity portfolio outside the restrictions of a retirement plan makes sense.

Consider the person I was advising this week: John recently sold a piece of property and had $150,000 in cash to invest. As often happens, his question to me was where he should be investing these dollars at this point in time. Rather than just putting together a portfolio for that cash, I began to dig a little deeper.

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Talk with an Advisor

Stay Healthy in RetirementHow You Can Stay Healthy in Retirement

Once you're ready to retire and enjoy your freedom, you may find yourself refocusing on issues related to your health and longevity. Specifically, how to maintain optimum physical and mental well-being for as long as you can.

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Indexed Annuities
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Hanson McClain offers advisory services in all 50 states. Hanson McClain Advisors is an investment advisor registered with the Securities and Exchange Commission.

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*Scott Hanson (2011, 2012, 2013, 2014 & 2015) and Pat McClain (2012, 2013, 2014 & 2015). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.

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