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
