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Retirement Planning
Will you have enough gold to make your golden years comfortable? Life expectancies are climbing and people spend an average of 25 years in retirement, so planning ahead is key to avoid outliving your money. There are many options to consider - Individual Retirement Accounts, Roth IRAs, Social Security, 401(k) plans, pensions, annuities, and more sophisticated vehicles. Should you annuitize an annuity? Should you draw from an IRA, a 401(k), a trust, or some from each? Do you know how to access your retirement funds early without penalty?
Working with you and your other professional advisors, we will assist you in deciding how to manage and potentially enhance your income, savings and investments, as well as how to decide when to leave the work force.
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