Retirement Planning Is About More Than Your Investments

Service Description

The years leading up to retirement can bring some of the most important financial decisions you'll make. A thoughtful retirement strategy considers not only what you've accumulated, but how you'll use those resources to support the life you want in retirement. We help clients address questions such as: • When can I realistically retire? • How much income will I need in retirement? • When should I start taking Social Security? • Which accounts should I draw from first? • How could withdrawals affect my taxes? • Should I consider a Roth conversion? • How should my investments change as retirement approaches? • How can I plan for required minimum distributions?