Retirement Strategy for Married Couples - The Spousal IRA

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Johnathan Rankin CRPC® CEPA®, Founder & CEO
Theorem Wealth Management, Financial Advisor

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Disclaimer: The client scenarios are based on real client experiences, but the names and appearances have been changed for privacy. They are presented for illustrative purposes only and are not representative of all client experiences. Past performance is not a guarantee of future results. Individual experiences may vary. No part of this scenario should be understood as a recommendation of an investment product or strategy or construed as individualized investment, tax, or legal advice

The reports presented in this video are from eMoney financial planning software. Projections are based on assumptions provided by the presenter and are not guaranteed. Actual results will vary, perhaps to a significant degree. The projected reports are hypothetical in nature and for illustrative purposes only. Return assumptions do not reflect the deduction of any commissions, or fees or product charges that may apply to any particular investment. Deduction of such charges would result in a lower rate of return. Consult your tax and/or legal advisor before implementing any tax or legal strategies. Past performance is no guarantee of future results. The market for all securities is subject to fluctuation such that upon sale an investor may lose principal.

Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. Theorem Wealth Management does not offer tax advice, please consult a tax advisor.

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