Retirement Planning
Retiring early? Let us show you ways to bridge the money gaps in your retirement years, while, at the same time, rebuilding principle.
Did you know?
- Would a ROTH Conversion help you and your beneficiaries?
- Your 401K could be rolled into a self directed IRA when you retire (without tax consequences). Some companies even allow this during service.
- Self directed IRA’s can diversify into real estate and other tangible investments such as businesses and gold.
- What RMD means and at what age it could penalize you.
- At what income amount 85% of your Social Security is taxable.
For answers to these and other important retirement planning questions please give us a call.
The 5 Most overlooked risks for your retirement:
- Inflation (bet on it)
- Taxes (a certain as death itself)
- Lack of diversification (not just stocks, bonds and CD’s anymore)
- Living longer (here’s to your good health)
- Social Security (it started out with over 40 contributors / retiree, it is now down to less than 2/retiree).
Avoid the risks, give us a call and let us help you plan your retirement goals.