How will you withdraw this money in retirement? Because if you don’t have a carefully thought-out plan … You could trigger a tidal wave of taxes, penalties and fees … And that could wipe out the benefits of having one of these accounts in the first place.
Just because 2020 is in the rearview mirror doesn’t mean you can breathe a sigh of relief. The events from last year will have a lasting impact on the way we invest and plan for…
Massive tax increases could be just around the corner. And if you’re in or nearing retirement … This could take a huge chunk of your IRA, 401K and other tax-deferred retirement accounts. Discover the little-known…
When you retire you’ll likely end up in one of two camps. Either you don’t have a plan to generate income in retirement ... And you’ll be living in constant fear of running out of…
Danielle is dedicated to serving clients to achieve their retirement goals. As a Paraplanner, Danielle helps the advisors with the administrative side of preparing and documenting meetings. She is a graduate of the College of St. Benedict, with a degree in Business Administration and began working with Secured Retirement in May of 2023.
Danielle is a lifelong Minnesotan and currently resides in Farmington with her boyfriend and their senior rescue pittie/American Bulldog mix, Tukka. In her free time, Danielle enjoys attending concerts and traveling. She is also an avid fan of the Minnesota Wild and loves to be at as many games as possible during the season!
