Although your focus may have shifted toward income, don’t abandon future growth potential.

Things to consider

Retirement isn’t solely about generating income; it’s also about finding ways to maximize what you leave for the next generation. We can help you explore strategies for building and transferring a better legacy.

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Stay balanced

With interest rates low, consider following a balanced investment strategy.

A calculator

Generate tax-efficient income

A strategy for how to take income distributions from taxable, tax-deferred, and tax-free accounts may help your wealth keep growing.

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Prepare your heirs

Want your wealth to endure? Take time to share your investing insights and financial values with the next generation.

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Redirect your unneeded RMDs

If you don’t need the income from your required IRA distributions, consider using them for life insurance policy premiums.

What to ask your Janney Financial Advisor

  • Is it better to start gifting assets to my heirs now, or should I wait?
  • How should I alter my investment strategy and allocation now that I’m retired?
  • What steps should I be taking to minimize any potential estate or gift taxes?
  • Are there long-term care solutions that will allow my money to grow if I never need coverage?

Talk with a Janney Financial Advisor

You don’t need to go it alone. We can help you navigate financial questions and give you greater confidence about the future.

Find a Financial Advisor 

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