Questions that help you get clear on how to turn decades of hard work, saving, and investing into a steady paycheck that lasts.

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Explore ways to structure your retirement income while being aware of common pitfalls.

Are you in or approaching retirement? This research-backed guide helps you explore how to turn your savings into income while accounting for taxes, market volatility, and longevity risk.

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Learn how to coordinate Social Security, savings, and annuities
Explore common withdrawal approaches and how taxes can impact them
Feel more confident about your income plan—in under 15 minutes

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"This guide is not meant as a one-size-fits-all answer. It gives you insights and better questions to bring to a REAL planning conversation."

Luke Sauter, CPA/PFS

Vidarrow

http://www.vidarrow.com

luke.sauter@vidarrow.com

866-986-9029

Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.

This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.

Vidarrow Investment Advisors (“Vidarrow”) is a registered investment advisor offering advisory services in the State of Illinois and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site or in this email is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site or in this email. The information on this site or in this email is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Vidarrow Investment Advisors disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Vidarrow does not warrant that the information on this site or in this email will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Vidarrow be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site or in this email, even if Vidarrow or a Vidarrow authorized representative has been advised of the possibility of such damages. Information contained on this site or in this email should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

"This guide is not meant as a one-size-fits-all answer. It gives you insights and better questions to bring to a REAL planning conversation."

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