Planning for retirement is more than just saving and growing assets to be used through retirement. A plan must include a tax-smart strategy to distribute these assets to provide income.
In order to replace the paycheck you will no longer be receiving in retirement, we will:
- Analyze your current cashflow to determine future needs to allow for a comfortable living in retirement
- Analyze and make recommendations to maximize your social security and pension benefits
- Create a distribution strategy for IRAs and employer retirement plans such as 401(k), 403(b), and 457 plans
- Analyze the option of a Roth IRA conversion