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Distribution and Retirement Planning

Retirees who have prepared for their retirement usually rely upon three main sources of income: Social Security, individual or employer sponsored programs, and their own savings or investments. We carefully design a specific, tax efficient strategy that last a lifetime by:

  • Using a Social Security Analysis Tool to show your best options of when to take Social Security.
  • Collaborating with you to define your retirement and income goals.
  • Designing a specific distribution plan that is tax efficient, low volatility and based on your risk tolerance.
  • Using a Monte Carlo Analysis so we know your money will last throughout your lifetime.
  • Monitoring on a quarterly basis.

Employer-sponsored plans for Business

Because many of our clients are business owners, we are also equipped to design and manage their companies’ retirement programs.  With in-house third-party administrative capabilities, this service not only helps our clients’ employees, but also maximizes tax benefits to the owners themselves.  We are experienced in managing such features as employer-matching contributions, special programs for highly compensated employees, and others.  

Have you had a professional analysis done to determine if your personal retirement programs will offer you the potential to retire with a peace of mind?

SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

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