Why Lang Capital?

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Retirement Packing Checklist:
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Would you like to
REDUCE
taxes and market volatility, and
MAXIMIZE
retirement income?

Join Us:
August 29 & September 12
5:00 PM
Truffles Cafe
91 Towne Dr, Bluffton
SC 29910

If you are interested in attending please call the office at (843) 757-9400 and speak to Ashley in order to reserve a seat.

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Income Planning

Making sure your assets can generate the retirement income stream you need today and keep up with the rising cost of living that inflation pressures can exert requires expert planning.

Which income streams do you have control over? Some, like Social Security and pensions, are automatic. Others, like distributions from your retirement and investment accounts or annuities, 
require specific decisions as to when and how much you should take out. Some of your accounts may allow you to take a guaranteed income stream that you can't outlive.

Helping you plan your income in the most tax efficient manner to meet your needs involves a well thought out plan to evaluate your special needs concerning risk of assets, liquidity needs for emergencies and feeling comfortable with the possible changes in your income needs from changes in the cost of where you live to changes in the cost of your health care.

Contact Lang Capital today for a free, no obligation consultation to see how Income Planning can put Peace of Mind into your future retirement income needs. Call (803) 547-7853 (Charlotte) or (843) 757-9400 (Hilton Head) or contact us here.


 

Securities Disclosure: Investment advisory services are offered through Calibre Investment Management, LLC a registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Securities are placed with independent third party custodians including Fidelity Investments, TD Ameritrade and Jefferson National. Insurance services are delivered by Lang Capital, LLC.

Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any US Federal Tax advice contained in this communication, including any attachments, is not intended or written to be used, and cannot be used, for the purpose of: (i) avoiding penalties under the internal revenue code; or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.