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Retirement Planning

Retirement planning is often a main focus of many of our clients.  While most of our clients rank retirement as high on their priority list, we also find most have little to no solid plan in place.  Do you ever ask yourself any of these questions?

  • How much do I need to have saved to comfortably retire?  
  • How much will I need annually in retirement to maintain my standard of living and healthcare expenses as well as keep up with inflation?
  • When I retire, what is the most efficient way to take income from my various accounts?  
  • With my current portfolio and savings rate how much will I have at age 65?
  • What are the current total fees I am paying in my investment accounts?
  • What are my projected health care costs in retirement going to be?
  • What is the most effective way for me to take Social Security?
  • What Medicare options are going to be best for me?
  • What Long Term Care policy will be the best fit?

These are just some of the several retirement questions we work with our clients to answer and plan for.  Schedule a confidential consultation with us today.

Types of accounts we use and work with:

  • Individual
  • Joint
  • Traditional IRAs
  • Roth IRAs
  • Non-Qualified Taxable
  • 401k/403b/457 Plans
  • Tax Deferred Annuities
  • Trusts

Reach out to us to schedule a confidential consultation by calling (301) 518-7330 or click here