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Wealth Management Monthly
October 2017

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Do You Have a Retirement Income Plan?

The key word in the title of this article is “income.” Many retirees believe they may have a retirement plan (at least generally speaking), but when it comes to having a retirement income plan, the numbers don’t look so good.

According to new research from LIMRA Secure Retirement Institute, “only 35% of retired clients and 38% of pre-retirees who work with an adviser have a formal written retirement income plan.”

Do you have one?

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Recent Articles

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High Earners Still Need an Investment Plan

What does it take to be a top income earner in the United States? We found some data recently that breaks it down, telling us just how much you’d need to earn in order to give you a place at the top.

Read More »

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Protecting Your Online Identity: Simple Steps for Better Internet Security

In light of the increased security concerns caused by the Equifax data breach and the increased extent of the Yahoo data breach, we feel it is important to remind clients of ways that you can protect yourself from identity theft and other data theft. Below are four easy steps that you can take today to help protect your internet security.

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Doug's Quiz Corner
Doug's Quiz Corner

Traditional vs. Roth IRA Contribution Strategies

Quizmaster, Doug Hutchinson, presents his monthly wealth management test. 

This month Doug discusses the differences between the contribution strategies for a traditional IRA vs. Roth IRA.

Test Your Knowledge »

Goals-Based Investing Guide

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The attached report(s) and information have been prepared or produced by WrapManager, Inc. from sources and data believed to be reliable. Information provided in this report is for educational and illustrative purposes only and should not be construed as individualized investment advice, as an offer to sell, or the solicitation of an offer to buy any security in any states where such an offer or solicitation would be prohibited by regulations. WrapManager, Inc. is not a tax advisory firm. We recommend you contact your tax attorney or CPA prior to utilizing any of the tax-related strategies mentioned or discussed. Returns and experiences will vary for each client. Each client's risk tolerance and investment objectives are unique to them. Past performance may not be indicative of future results. No assumption that future performance of any specific investment or product made reference to directly by WrapManager, Inc., on its Website and in marketing materials, will be profitable or equal the corresponding indicated performance level(s). WrapManager is an SEC-registered investment adviser. 

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