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    Home » Structured Income Plans

    Will I have enough money to last my lifetime and do the things I want to do?

    To answer this question and to solve this common issue, we help you create  a structured income plan.  This is an income plan that is built from the ground up, and consists of all income resources in retirement. This can include Social Security, pensions, annuities, interest income, investment income, and rental income. The important part is that you have a blueprint for where your income is coming from and when. You cannot go into retirement without knowing where each income resource fits into the retirement puzzle. A mis-step in this area can cause additional taxes, loss of future income increases, and the possibility of a fully depleted portfolio. It is important to work with an advisor who is well experienced in this area. A mistake can result in complete loss of security and loss of independence. You’ve worked hard and deserve better.

    To schedule a time to discuss your retirement harvest, contact us at info@quest10wealth.com or call us at (919) 552-4286 or (888) 316-6232 today!

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    Learn important variables to consider as you create a sound retirement income strategy for the days ahead.

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    Kenneth and his team focus on a five-step planning process which includes structured retirement and Social Security income planning, investments, tax efficiency in retirement, healthcare planning, and estate planning.

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    Investment advice is provided by Quest 10 Wealth Builders, Inc., a Registered Investment Adviser with the NC Secretary of State Securities Division. Insurance and annuity products are sold separately through Complete Financial Solutions, Inc., an affiliated entity. Securities transactions for Quest 10 Wealth Builders, Inc. are placed through Fidelity Investments and TD Ameritrade. Quest 10 Wealth Builders, Inc. and Complete Financial Solutions, Inc. are not affiliated with Fidelity Investments and TD Ameritrade.

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    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.