USA Today: Ready to Spend Retirement Savings? What to Know About a Formula for Safe Withdrawals
“Yes, we can build customized plans for each person,” said Rob Burnette, investment adviser at Outlook Financial Center in Troy, Ohio.
“Yes, we can build customized plans for each person,” said Rob Burnette, investment adviser at Outlook Financial Center in Troy, Ohio.
“It’s not uncommon to see them with anywhere from six to 12 months’ worth of expenses in their savings account,” said Rob Burnette, CEO and investment advisor representative at Outlook Financial Center.
“If you don’t know where you’re going, you’re not going to get there,” Rob Burnette, financial adviser and chief executive of Outlook Financial Group.
Rob Burnette, financial advisor and professional tax preparer at Outlook Financial Center, also uses FIAs, considering it a conservative way to create growth while protecting downside.
“We use this rule every day,” says Rob Burnette, a CEO and investment advisor representative with Outlook Financial Center.
A self-directed IRA is a type of traditional or Roth IRA, meaning it allows you to save for retirement on a tax-advantaged basis and has a contribution limit in 2023 of $6,500, or $7,500 for people age 50 and older, says Lori Gross, financial and investment advisor at Outlook Financial Center.