Safe & Sound

RETIREMENT PLANNING

for Men and Women Over 55

HERE’S HOW WE HELP YOU

Enjoy the Retirement You Deserve

Retirement planning changes after age 55. How do you replace the income lost in retirement and maintain your lifestyle – without running out of money? SAGE can show you how – with absolute safety. CLICK HERE.

Maximize Your Social Security Benefits

Over 90% of men and women don’t get the Social Security benefits they’re entitled to, but Social Security will NOT tell you. We’ll show you how to get every dollar that’s rightfully yours. CLICK HERE for details.

Save on Taxes

Make this common mistake with Required Minimum Distributions (RMDs) and your tax bill can triple! Our founding partner is a Chartered Accountant. He can help you save thousands on taxes during retirement. CLICK HERE.

Free Retirement Consultation

OUR RETIREMENT PROFESSIONALS

IAN WELHAM
RFC^®, NSSA^®
FOUNDING PARTNER
Ian@SageFinancialPartners.com

Ian brings his accounting and CFO background to his role as a trusted retirement planning professional. If tax considerations haven’t been part of your retirement planning, you owe it to yourself to see the difference that proper tax planning can make to you and your family.

Meet Ian Welham

PAUL PARTRIDGE
RFC^®, NSSA^®
FOUNDING PARTNER
Paul@SageFinancialPartners.com

Paul co-founded Sage Financial Partners in 2008. “People want to know how to retire comfortably without worrying about running out of money,” he says. “It makes sense to get a fresh perspective on your retirement plan – especially if you’re over age 55 when planning strategies change.”

Meet Paul Partridge

Sage Financial Partners BBB Business Review

national-social-security-advisor-certificate

This Week’s Insights

RMD’s – the Biggest Blind Spot on the Road to Retirement

0 Comments

/

November 13, 2018

According to a recent survey, almost half of new retirees wish they had planned better for handling taxes in retirement. The most common big tax “gotcha” is RMD’s – required minimum distributions. The fact is, most men and women don’t understand RMD’s or how to calculate the impact of RMD’s on their retirement tax bill.