READY TO RETIRE? How to Create Your Withdrawal Strategy

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Presentation transcript:

READY TO RETIRE? How to Create Your Withdrawal Strategy The Church Retirement Plan is a plan designed exclusively for Southern Baptists by GuideStone Financial Resources as part of its commitment to serve those who serve the Lord by assisting in financial preparation for future retirement.

AGENDA Retirement Redefined Planning Overview Withdrawal Strategy Next Steps

RETIREMENT REDEFINED THE CHANGING LANDSCAPE

PLANNING OVERVIEW HOW TO PREPARE

KEY CONSIDERATIONS

WITHDRAWAL STRATEGY FINE-TUNING YOUR APPROACH

WITHDRAWAL STRATEGY This example is for informational purposes only. This is not intended to be indicative of an actual annuitant scenario. This annuity example is based on a spousal couple both aged 65 selecting a GuideStone Financial Resources® 100% Joint Life Income Annuity with GuideStone's annuity funding rate as of October 2016. Call to request a personal retirement income estimate.

NEXT STEPS GUIDESTONE RESOURCES

NEXT STEPS Access your MyGuideStone® account at My.GuideStone.org. Get an investment recommendation at GuideStone.org/IRT. Use online calculators and planning tools at GuideStone.org/Calculators. Learn more about consolidating your investments at GuideStoneRetirement.org/Consolidate. Estimate your retirement income benefit and see where you stand at GuideStone.org/RetirementIncome. This plan may also help you reduce your taxes. Income taxes are deferred on plan contributions and investment earnings, and contributions by ministers are also excluded from Social Security taxes.

WEB RESOURCES AT GUIDESTONE.ORG/PFR Next Steps WEB RESOURCES AT GUIDESTONE.ORG/PFR Webcasts Resources Editable worksheets

CONTACT US 1-888-98-GUIDE (1-888-984-8433) Info@GuideStone.org With thousands of investment options available for ministers and church employees, why should they use this plan? First, the Church Retirement Plan has no sales commissions. This means 100% of the money you contribute is invested directly into your account.