Consumer Education

Here are some videos to help explain some basics about retirement and retirement vehicles we may want to explore together.

Decumulation vs Accumulation

When you decide to retire, you will have to create a monthly income out of the retirement savings you have accumulated. Instead of saving, you’ll be spending; the trick is, how do you keep from running out? It’s a whole different way of dealing with your money!

What is a Fixed-Indexed Annuity

An annuity might help you convert your retirement savings into a monthly income that can last as long as you live. You can sometimes think of annuities as your own personal pension. But not all annuities are the same. Learn more about what fixed indexed annuities.

How RMDs Work

Some people are surprised to find that they have less money saved for retirement than they thought due to RMDs (Required Minimum Distributions) which start at age 72. The money you have in retirement accounts like 401(k)s will be taxed as ordinary income when you take it out.

News Appearances by Our Team

401k Retirement Plans
Social Security
Low Interest Rates
What is Retirement
Retirement Income Planning
Social Security
Running Out of Money in Retirement
Market Volatility

Do not hesitate to contact us to schedule a complimentary meeting to discuss your specific questions:

Catalina Wealth

Local: 520.298.1900
Toll-Free: 866.481.3597
Fax: 520.879.9979