Create an Income Stream
Taking initial withdrawals of 4% or considering annuities are often recommended to retirees.
After selecting a broker or investment adviser, they will ask you to complete a new account form. It will include:
This financial profile is kept confidential. Brokers and advisers are required to know your financial situation.
You may be hesitant to divulge this information. However, the broker or adviser cannot make proper recommendations without it.
*The information on this page is credited to IPT and Kiplinger. Their original materials are made available on the Kansas Securities Commissioner's website.
This article is published on KansasMoney.gov. Find more information by contacting these state agencies: