Protecting your retirement doesn't have to be complicated. With the right guidance and preparation, you can be confident in your golden years.
Let's talk about your plans. Virtual meetings are available. Coffee is on us!
Want to see what retirement will look like for you? We'll show you some numbers.
You don't need a PhD to understand our illustrations. You get clear, easy reports.
We promise to keep your retirement costs low. Many of our products have no fees!
Retirement is a puzzle in which all pieces are needed. With proper preparation, you can prosper when you hang up the cleats.
We offer fixed annuity solutions designed to supplement your social security and pension with additional guaranteed income you can never outlive.
Life insurance options change regularly. Our job is to stay up to date on products and services to help you find the right policy for you.
Retirement is never a time to wing it. Proper preparation is key to securing your golden years and we can help!
It's crucial to create the right social security filing strategy the first time. We have the knowledge and experience to help you get it done.
Since 1998, Joshua Lipka has been helping people secure their retirement with guaranteed lifetime income that never runs out.
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Joshua has really helped us over the years to help ensure that our retirement would be there for us when we needed it most. We explained that market risk and fees were our biggest concerns. He gave us the options that were available and we made an informed decision together. The way he explains things so that they are easy to understand, really makes us feel comfortable.
Michael & Ramona
I am very grateful not only for my working relationship with Josh but also his friendship. We have seen a lot of uncertainty in the world over the years and the fact that my retirement has always stayed on track is a blessing. I am living the retirement I had always hoped for, thank you again.
Michael C
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I am dedicated to providing you with real service, clear numbers, and trusted guidance to help you make the right choice for your retirement.
We are a financial services firm helping clients prepare for retirement through the use of insurance and annuity products. The information presented here is not designed to be specific financial advice, always consult with a qualified financial professional before making a purchasing decision.
Insurance and annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company. Annuity withdrawals are subject to ordinary income tax, and if taken before age 59-1/2 may incur an additional 10% federal penalty.
We are not affiliated with the Social Security Administration or any other governmental agency. We do not offer investment, tax or legal advice. Always consult with qualified investment and tax/legal advisors concerning your own situation.
© 2020, Josh Lipka.
All Rights Reserved by MyRetirementSaving
We are a financial services firm helping clients prepare for retirement using insurance and annuity products and solutions. We are not affiliated with the Social Security Administration, Medicare, or any other government agency. We do not offer tax, legal, or estate planning services or advice. Always consult with your own qualified tax/legal advisors. Insurance and annuity solutions may not be suitable for everyone.
Insurance and annuity products involve fees and charges, including surrender penalties for early withdrawals. They include terms and restrictions and, in some cases, may require medical and/or financial underwriting to qualify. Additional riders may be added, which may entail additional costs. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Withdrawals are subject to ordinary income taxes, and if taken before age 59-1/2. May incur an additional 10% federal penalty. Product and feature availability may vary by state.
Fixed index annuities are not investments and have no participation in the markets. Potential interest is calculated periodically (usually annually on the annuity’s anniversary date) and is subject to limits called caps, spreads, and participation rates established by the issuing company. All rates are subject to change at the issuing company’s discretion.
