Ford Retirement Benefit Resource Hub

Getting your Ford Motor retirement benefits ready marks a major moment in both your career and life journey. As a committed Ford employee, you've invested your efforts and time into crafting a prosperous career, and now, it's your opportunity to safeguard your financial well-being.

Safe Money Mindset, along with its partners, is dedicated to assisting you during this pivotal stage by providing guidance to make well-informed choices for a retirement that's both comfortable and stress-free.

Ford Motor Retirement Benefit Planning

In the role of a financial educator, Safe Money Mindset provides an array of resources, workshops, and webinars designed to assist and guide you on your path to retirement:

Retirement Tax Mitigation

Retirement Tax Mitigation

Effective tax planning is of utmost importance during retirement. We will assist you in implementing strategies aimed at reducing your tax burden, thereby allowing you to retain more of your well-earned funds.

Ford Pension Benefit Options

Ford Pension Benefits 

Pensions are a great benefit that Ford workers can enjoy when in retirement due to the dependable income stream they provide.

Did you know there are alterative strategies that act exactly like a pension but provide greater flexibility of liquidity and asset diversification. We cover this topic in our webinar and within article at our Ford pension resource hub. 

Roth IRA Rollover

Roth IRA Rollovers

Did you know Roth IRAs offer tax benefits during retirement? Our experts will lead you through the steps of transferring your Ford Motor 401k benefit funds into a Roth IRA (aka, rollover) enabling you to enjoy tax-free withdrawals throughout retirement.

401(K) Optimization

401(k) Optimization

Realizing the full potential of your Ford Motor Companies 401(k) is a key factor for a secure retirement. Participate in one of our webinars to explore the various avenues available to enhance your retirement benefit plan. This will help you maximize your Ford benefits and leverage other investment opportunities for a more comfortable retirement.

Estate Planning

Estate Planning

Preserving your legacy holds significant importance in retirement planning. Our estate planning workshops are designed to provide you with a comprehensive understanding of the choices available to you for passing on assets to your loved ones in accordance with your specific desires.

Medicare and Social Security

Medicare and Social Security Optimization

Every Ford Motor employee must incorporate Medicare and Social Security into their retirement benefit plan. Social Security adds income that can impact tax brackets, while Medicare premiums may increase based on the income-related monthly adjusted amount (IRMAA). Discover more about how your benefits may influence your retirement plan, particularly concerning Social Security and Medicare.

Ford Worker Retirement

24 minute video e-book

"7 Building Blocks of  Safe Money Mindset" 

Discover how we have educated over 500 clients on how to protect, grow, and access their wealth on their terms. Avoid unnecessary risk and maximize your liquidity, putting you in the driver's seat.

Safe Money Mindset

Three Worlds of Money

  • What is it?

  •  THE Mindset

  •  Potential

  • Protection

  • hybrid 

A mash-up of how you think about investing, how you plan to spend your wealth, and how you will derive future income; Safe Money Mindset is a unique approach to building a retirement that is stable, inflation resilient, and supports a life style you won't outlive.

The term 'SAFE MONEY' was born from a simple remark made by a client that led to the discovery of an alternative asset class we now call PROTECTION. 

The story began when a client made a straightforward yet pivotal statement: "Forget all the fancy stock options, I want that SAFE MONEY." That phrase would become the seed from which the "Three Worlds of Money" concept would grow. 

Today, our "SAFE MONEY" solutions are not only stronger but also more comprehensive. They are all integrated into our "Safe Money Mindset," which embraces the Three Worlds of Money: Potential, Protection, and Hybrid. These principles serve as pillars, guiding our approach to ensuring clients not only preserve their wealth but also navigate the financial landscape with confidence and security.

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October 24, 2023

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