Retiree & Late Career
These clients are usually close to making the transition between the accumulation phase and the distribution phase. They have been saving all of their lives for retirement and now they are at the finish line. We help these clients through the challenges that arise during this exciting transition. Some of the questions we can help answer are:
- What is the best way to withdraw money from my accounts?
- What is the effect of retirement withdrawals and Social Security on my taxes?
- How do I pay for healthcare?
- How do I make sure I have money left for my heirs?
- What is a required minimum distribution and how does it work?