National Association of Retirement Services is a Christian organization, dedicated to servicing the community with our Retirement and Insurance Solutions. We are partnered with various A+ rating financial companies in North America. Most of which, have been in business for over 100 years. It is important to us that the financial companies we offer have the utmost financial strength and integrity. This gives us the unique opportunity to provide custom strategies and proven financial options to assist you into this next chapter of your life. We are your partner and coach on your road to the American Dream.

You may have been retired for a while, or you may just be starting now. Either way, your emphasis now is on managing your portfolio so that you can live the retirement you want while striving to make your money go the distance. And of course, while there are years ahead of you, now might be a good time to ensure your estate is in order.

Step 1: Consider working with a professional as you plan your financial future.

There are many things to think about, and it is always better to be over prepared than under prepared. Think about working with a professional as you plan your financial future. Our Retirement Advisors can help you make sense of a complex situation. ​

Step 2: From retirement savings accounts to pensions to Social Security, you may have many sources of retirement income. 

If you're still working, get a solid understanding of how they can add up to help you meet your retirement goals with this interactive educational experience.

Step 3: Learn when to start taking
​withdrawals from retirement and social security.

Many retirement accounts allow you to postpone paying taxes on your investment until you start taking withdrawals. But the IRS will eventually get those deferred tax dollars from you - thanks to a regulation called Required Minimum Distributions, or RMDs. Learn when you must start taking withdrawals.  ​

Step 4: Estate planning and 
​beneficiary designations.

​A properly prepared and funded revocable living trust plan avoids probate at death, including multiple probates if you own property in other states. (Possible exceptions are IRAs and other tax-deferred plans. You will need your affairs to be in order. Find out about estate planning and beneficiary designations. ​

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Let one of our experienced professionals help answer your Retirement and Insurance questions.