at 455 University Ave, Suite 270, Sacramento, 95825 United States
At Guanill Wealth Management, we strive to provide our clients with the knowledge and tools to plan a more secure financial future.
Our comprehensive approach to financial planning at Guanill Wealth Management provides a unique client experience, as we explore the complete financial wheel to identify any area of your financial life that may be at risk. By taking a holistic approach to financial and retirement planning, we can make sure that your risk tolerance and time horizon are in line with your goals and objectives. As we examine the planning process, we’ll make sure you are maximizing your income in retirement, by identifying the appropriate Social Security strategy, creating additional income streams to cover any shortfalls, and focusing on a disciplined investment approach. Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor.
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Required Minimum Distributions (RMDs) Retirement plans like 401k’s and IRAs have enjoyed enormous success since their inception; the only regret might be that participation rates aren’t higher. While having the opportunity to save money without current taxation or having current taxable income reduced by these plans is a great benefit, there are a couple of downsides to consider. One downside is that the money is eventually taxed in most cases; additionally, the owner of the account is required to eventually draw down the account. The requirement to begin withdrawing money from these retirement plans is called the Required Minimum Distribution, or RMD.