Real relationships. You decide. World Trend Financial is a registered investment advisory firm. What does that mean for you? It means you have a fiduciary in your corner.
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As you move through your adult years, different areas take priority along the journey. At World Trend Financial, we tailor our services to what is important for the stage you are currently in, with an eye towards your future. What stage are you in today?
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One of the questions we are frequently asked is “Should I start collecting Social Security now?" A quick search of the internet will provide a nearly unlimited array of answers. But like most things financial, there is no universal “right” answer to this nuanced question. There are many factors that each individual needs to consider.
If you are under age 65, or have never helped anyone with their Medicare enrollment, you have not yet met IRMAA. IRMAA is short for Income-Related Monthly Adjustment Amount.
Building a nest egg and holding a majority of your assets in your retirement accounts as long as possible may seem like a good idea; but waiting longer than you need to start taking distributions can also cause a tax problem.
There is little question the tides are moving towards a higher tax environment with multiple trillion-dollar spending bills, a new administration, and deficits as far as the eye can see. Instead of feeling helpless, here is a quick look at what might be on the horizon and some thoughts on how to be prepared.
Retire Early and Thrive!
September 2020 Webcast Recording
World Trend Financial offers investment advisory services.
Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563) 326‐2064.
Member FINRA/SIPC.
World Trend Financial and Ausdal Financial Partners, Inc. are independently owned and operated.
