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Retirement Planning

Whether you are in the accumulation phase or have already retired, a sound strategy is critical to:

  • Pursue your retirement needs, desires and expenses
  • Maintain lifestyle choices and priorities
  • Help ensure that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals

We can help you develop a comprehensive plan by:

  • Identifying and pursuing your lifetime income goals
  • Helping to minimize taxes on income - now and during retirement
  • Evaluating the variables in your retirement plan to help ensure alignment with your objectives
  • Identifying 401(k) and other workplace distribution options
  • Reviewing IRAs (Traditional and Rother) and conversions
  • Reviewing IRA consolidations and transfers
  • Reviewing retirement income strategies

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