Retirement preparation
Connect your retirement timeline and expected expenses with the income sources and savings you already have.
Start with your retirement pictureRetirement planning
What will your retirement paycheck look like?
Whether retirement feels close or years away, start with the accounts and benefits you have today. We can help you understand insurance-based income options and the questions to ask before making a change.
Request a Retirement Consultation
One retirement conversation
Understand how the pieces fit together.
Retirement income and annuities sit within the bigger planning conversation. Old accounts and rollovers are choices to review as part of that picture.
Retirement income
Discuss how you want to cover expenses when your regular paycheck stops, including timing and access to funds.
Explore retirement incomeAnnuities
Understand fixed indexed annuities, how their features work and the restrictions to compare.
Understand annuity optionsOld 401(k)s & rollovers
Review accounts from past jobs and compare the choices available before moving money.
Review account and rollover choicesStart with your retirement picture.
When would you like to retire? What might your monthly expenses look like? What income do you expect from Social Security, a pension or your savings? We begin with your answers and the gaps you want to understand.
Bring your questions and a recent retirement account statement if useful. Conceal account numbers for an initial conversation. We will discuss your goals, income timing and need for access to funds before exploring options.
What happens next?
Submit your interest through the client consultation form. Marquita will follow up to arrange a conversation. You will have an opportunity to ask questions and compare the relevant benefits, costs and limitations.
Request a Retirement ConsultationMarquita is a licensed life insurance agent. This service focuses on retirement education and insurance-based income options. Individual investment, legal and tax matters require the appropriate professional.
A few things you may be wondering
What if I am years away from retirement?
You can start by understanding expected income sources, timing and existing accounts. A conversation does not require moving money.
Can you manage my investments?
This service focuses on education and insurance-based options. Investment-management questions should be addressed by an appropriately qualified professional.
Questions to think about
- Will I outlive my retirement income?
- What income sources will cover my essential monthly expenses?
- How much money do I need to keep accessible for unexpected needs?
Start by mapping your existing income and expenses. We can discuss potential shortfalls and insurance-based options, including their costs and limitations. A conversation does not require a purchase or rollover.
Watch & learn
A closer look at the topic.
Three buckets
An educational perspective to bring into your retirement conversation. Individual tax and investment questions need the appropriate professional.
Third-party video · Watch on YouTube ↗
Educational videos selected by Marquita. The creator’s branding may appear; it does not change your relationship with Gaby Moses Business & Legacy Solutions. Product availability and terms must be confirmed for your situation.
Will your retirement income last as long as you need it?
Bring your questions about income, fixed indexed annuities or old retirement accounts. We’ll review your goals, explain the tradeoffs and discuss whether a next step makes sense for you.
Submitting a request does not confirm an appointment. Marquita will contact you to coordinate a time.