Retirement Income

Whether you’re 30 days away from retiring or 30 years, the most important thing you can do is start planning for your retirement today! The kind of retirement you envision is within your reach. With sound planning, durable strategies, and implementation of appropriate investment strategies for each individual’s circumstances, our team of professionals can carefully guide you in making important decisions regarding your financial future.

We can help you navigate the numerous retirement plan options before you:

Traditional IRAs
Roth IRAs
Simple IRAs
SEP IRAs
401(k) plans
403 (b)(7) plans
Defined benefit plans
Defined contribution plans
Money purchase plans
Pension rollovers
Profit sharing plans

At Balcom Investments, we create long-term retirement strategies with the consideration that markets are susceptible to a volatile economic environment.

We offer:

Conservative investment planning
Expected long-term results
Time-tested strategies

Will you have enough assets to retire comfortably? Let us help you!

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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