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Pre-Retirement Consultation

We all dream about retirement. The day we finally hang up our aprons, put the tools on the shelf, and turn off the lights on the way out. Then, we just press the retirement income button and away we go. Unfortunately, as many of us are realizing, it’s not quite that easy. As retirement draws near, many of us have more questions than answers.

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  • When should I begin my Social Security retirement benefits?
  • What are the rules for Medicare?
  • Which of my pension plan options is right for me?
  • Should I rollover my 401(k) assets to an IRA?
  • Should I convert my 401(k) to a Roth IRA?
  • How do I convert my 401(k) assets into a dependable source of income?
  • How do I project my income needs?
  • Do I still need life insurance?
  • What is my tax bracket going to be in retirement?
  • How should I invest my money during retirement?
  • How much income can I safely draw from my portfolio on a regular basis?
  • Should I consider making Qualified Charitable Distributions from my IRA?

Those are just a few of the questions that can keep you awake at night.

A person retiring at age 65 could easily spend 25 years or more in retirement. Avoiding early mistakes can make a big difference in the quality of your retirement over time. Smart decisions must be made before and during retirement. That requires a measure of thought and possibly, competent advice from an experienced practitioner in matters of personal finance.  To help you answer the questions that count, we are offering a 90-minute, Pre-retirement Consultation.

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