Our firm takes pride in providing comprehensive retirement strategies to our clients. Rollover or transfer your IRA, 401k, 403b, etc., without any tax consequences. We also work with an attorney that will help you establish an estate plan, will or trust and a CPA to help preserve your estate from unnecessary or excessive taxes.
Some retirees underestimate the impact a big market loss may have on the future of their income once they retire. With the right plan, you can earn money in a safer money alternative, while generating optional lifetime income that you and your spouse cannot outlive.
Perhaps the most impactful piece of retirement income planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a large impact on the amount of wealth you will be able to transfer to your family legacy.
Social Security Optimization
Your Social Security retirement benefits represent a lifetime of saving, time, and hard work. Married couples may claim up to $80,000 in combined benefits annually over their life expectancy if both of them have worked. Very few are able to figure out on their own when the best time is to file to optimize their benefits, without an analysis and specific instructions on how to apply.
Our clients always come first, and we’re committed to working with you based on your time horizon, needs, goals, and risk tolerance. A real concern of people in or near retirement is whether their money will last their lifetime. We focus on implementing protective retirement strategies and assisting people in maximizing their Social Security benefits by presenting free educational classes.
To attend a complimentary Social Security & Retirement University class in your area click here to register for an upcoming class or you may call 800-957-0403 if you are unable to attend to request your complimentary Social Security analysis.