Retirement Planning

Whether you are in the accumulation phase or have already retired, a sound strategy is critical to:

• Addressing your retirement income needs, desires and expenses
• Seeking to Maintain lifestyle choices and priorities
• Seeking to 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 to:

• Identify and pursue your lifetime income goals
• Help manage taxes on income—now and during retirement
• Evaluate the variables in your retirement plan to ensure alignment with your objectives
• Retirement Income Planning
• 401(k)/IRA Rollovers
• Traditional and Roth IRAs
• SEP IRAs
• Retirement plan consulting
• 401(k)/403(b) Retirement Plans

A plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages. For balance, please update your material to include each option below:

• Leave the money in his/her former employer’s plan, if permitted;
• Roll over the assets to his/her new employer’s plan, if one is available and rollovers are permitted;
• Roll over to an IRA; or
• Cash out the account value.