RETIREMENT PLANNING,
WHAT’S INVOLVED?
Retirement planning involves an analysis of the various choices you can make today to help provide for your financial future.
To make appropriate choices, you need to estimate – as well as you can – your future economic circumstances. You will also need to establish your post-retirement goals.
When you have determined how much of an income stream you will likely require in the future, you will be in a position to make wise choices now about income, saving, investments, and employer-sponsored (or other) retirement plans.
RETIREMENT PLANNING TAILORED TO YOUR UNIQUE CIRCUMSTANCES.
Planning methods may be different for employees and executives than for business owners. And no matter whom you are, you will want to gain some familiarity with life insurance, the Social Security system, and with post-retirement health care insurance coverage, including Medicare and long-term care (LTC) insurance.
Traditionally retirement planning has included two distinct phases, accumulation and distribution, each having its own unique challenges.
The challenge for accumulators is to define and build an adequate nest egg. With the aging of the Baby Boom generation, the traditional concept of retirement is being redefined, and often includes a period of part time work. Many retirees will spend more years retired than they spent in the work force.
The challenge for retirees is to make that nest egg last forever, and to structure distributions appropriately. Retirement planning is different for everyone because we each have unique priorities, strengths, and weaknesses. Whatever your circumstances might be, retirement planning can help you take control of your own future.
Lower Your Income Tax Liability
Once you contact us, we advise you on the proper retirement strategies and provide solutions to lower your income tax liability by two-thirds.Your Retirement Your Way
We create the most efficient plan through a comprehensive approach to reducing your fees and tax footprint.IT MAKES SENSE.
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