top of page
Available Online
Retirement Planning
1 hr1 hOnline
Free session
Free session
Service Description
Retirement Goals and Lifestyle Planning: Assessing retirement needs, lifestyle expectations, and developing a retirement savings goal. Retirement Accounts: Overview of different retirement accounts such as 401(k)s, 403 (b)s, 457s, Individual IRAs, Roth IRAs, and pension plans, to explore the best options to take advantage of tax savings opportunities. Investment Strategies for Retirement: Exploring investment options specifically designed for retirement planning, including target-date funds and annuities. Withdrawal Strategies: Planning for sustainable withdrawals during retirement, including the 4% rule and other approaches.
bottom of page