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?
Potential 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
