Retirement Income Planning

Helping individuals prepare for retirement’s transition from asset accumulation to income generation and asset distribution.

Can you guarantee that you will never outlive your money? If the market took a hit (like in 2008 or 2022), how would that affect your retirement?

These are the questions our Retirement Planning experts can answer for you. When we find out your COMRA score, our experts can speak about putting a plan in place to fill the gaps between what you get in Social Security and what income you need to make sure the bills are paid, and that you can enjoy your retirement years.

Most people have the majority of their money in IRA’s. Did you know that at age 73 you will need to start taking your RMD’s (Required Minimum Distibution) from these accounts and pay taxes on them. We can help you plan now, so that when that day comes there are no surprises.

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There are several products available. Let us help you select the best plan for you.

• Rollover IRA
• ROTH IRA
• Traditional IRA
• SEP
• CD Alternatives
• Guaranteed Lifetime Income
• Survivor replacement income
• Pension Maximization
• Disability Insurance