Understanding Retirement Cash Flow

Special
Non Qualified
Qualified Plans Growth Taxed or Accounts
Tax Deferred Long Term Capital Gain Tax Free
59 ½ - 70½ Growth
And
Personal Withdrawals
401K Pension Assets

Roll out Taxed + Penalty?

Options

Individual
IRA Roll Over
401K
Account(s)
Plan

Retail or Fee Based Managed Accounts

Roth IRA
Stocks Non-Qual
Bonds Annutities Roth 401K
Annuities Stocks Bonds
Mut Funds ***
Social
Security CV Life
Insurance
Asset REITS CD’s
Managed Other
Allocation UIT’s Money
Accounts Invests.
Models Alternative Market $ Muni
Bonds

Health
Savings
May Be Growth Taxed as Income Account
100% is Taxed
Taxed Or Long Term Capital Gain
100%
Tax
Free

Retirement Cash Flow

R. Pat Webb © 2009

(970) 776-3306