We combine an understanding of the unique planning needs facing individuals who are already in retirement with specific strategies designed to address those needs.
Issues We Address
- Should my goals be adjusted to accommodate my changing lifestyle?
- Should I place more emphasis on growth or income?
- Does my estate plan provide for my family and charitable organizations?
- What are the tax consequences for different withdrawal strategies?
- Retirement income planning/withdrawal strategies
- Risk management
- Roth IRA conversions
- Tax strategies
- Estate and trust planning
Investors should consult a tax professional for advice about their specific tax situations