Matching financial goals with desired retirement lifestyle.

 

  • Minimum distributions

  • Pre-59 ½ strategies

  • 401(k)s

  • Current 401(k) Management

  • IRAs

  • Medicare / Medigap

  • Social Security

  • Roth Conversions

  • Income streams

  • Income streams – Transitions

  • Health Care

  • Tax transactions*

  • Risk tolerance transition

  • Timing issues

 

*Guidance is provided by a partnering professional tax accountant.