Income Investors: Pick Up Your Phones NOW!

On Saturday, May 10, I presented part II of my three-part Retirement Income Conference Call series. If you are in retirement, approaching retirement or are in charge of the financial assets of parents or grandparents, I invite you pick up the phone right now and listen to the replay of this call.

In our first call we covered the basics of retirement income investing such as: getting organized; understanding your income streams; essential and discretionary expenses; the threats to your income, and how to create new lifetime income streams. Now we have moved into a new discussion about two very important topics for retirees.

The first is income investing, and just how it is done. We discussed what vehicles you should use, and where the best opportunities are today for income investors. Second, I spoke in much greater detail about the new living benefits within today’s variable annuities. There is a new breed of no-load annuity available that allows you to receive income without annuitization — and while still maintaining control of your assets.

This type of annuity could be a great choice for a portion of your 401(k) or IRA. We covered all this and much more in this dynamic and informative conference call.

If you didn’t have the chance to call in, then now is your chance to listen to the replay at your own convenience. Just click here to listen to part II of my Retirement Income Conference Call.