Retirement Planning
Retirement may seem like a long way away...
...but planning for it early can make an enormous difference in your comfort and quality of life.
You likely do not want to work forever and may not be able to rely fully on Social Security.
Tax-advantaged retirement accounts are excellent vehicles for saving while garnering potential tax benefits.
We will consider the options that best suit your financial situation and retirement goals -- 401& SOLO Ks, Traditional & ROTH IRA's, SEP & SIMPLE-IRAs & HSAs
Together we plan your resources efficiently to ensure you have the adequate funds for the life you desire once you stop working.
Our planning will include --
- Determining how much money you need to retire comfortably.
- Managing assets before and during retirement
- Making the most of your employer-sponsored retirement plans & IRAs
- Determining when to take withdrawals
- How to Inflation-Proof Your Investment Income
- When to begin taking Social Security benefits
- How to plan for Health Care costs -- Medicare will not cover everything