Like it or not, the big day is approaching. Are you prepared? We help you assess your retirement readiness, make sure you are doing all the little things right and avoiding mistakes that could get you off track. Once you are in retirement, a tax-efficient distribution strategy could save you money and make your assets last longer. Check out these videos to learn more about our approach!
Our first priority is helping you take care of yourself and your family. Here's a situation that may be similar to yours:
James and Jada have been managing their finances on their own for many years. They have focused on putting the maximum amount into their pre-tax retirement accounts at work and have been diligent savers. Jada's friend mentioned that she has been funding a Roth IRA for several years so that the money would grow tax-free for retirement.
They have not used Roth IRAs up to this point and are now wondering what is the best retirement account for their situation. They decide they need to meet with an advisor to understand what account type(s) are best for them and if there is anything else they should be considering as evaluate their retirement readiness.
This guide takes a critical look at the finances of retirement including health care costs, income stability, and understanding how your spending habits may change. The recipe for confidence and success in retirement is being prepared.