Retirement Transition Planning
Retirement Transition Planning
We help business owners with…
- Business retirement structures (401k, DB plan). Transferring wealth from the retirement structures to the retiree.
- Retirement lifestyle planning
- Personal cash flow analysis. Look at their expenses and income to make sure their match.
- Net retirement income planning OR Retirement income, net of taxes
- Social security analysis
- Health insurance in retirement
- Charitable remainder trust and giving + gifting strategies
- Retirement risk management
- Managing the early death of a spouse
- Deal with changes in your retirement plan
- Manage long term care
We help business owners with…
- Business retirement structures (401k, DB plan). Transferring wealth from the retirement structures to the retiree.
- Retirement lifestyle planning
- Personal cash flow analysis. Look at their expenses and income to make sure their match.
- Net retirement income planning OR Retirement income, net of taxes
- Social security analysis
- Health insurance in retirement
- Charitable remainder trust and giving + gifting strategies
- Retirement risk management
- Managing the early death of a spouse
- Deal with changes in your retirement plan
- Manage long term care
Latest Resources
How to Work Effectively with Your Professional Teams
There are a lot of moving parts for any ...
How to Save Money Through Retirement Plans
Business owners may be able to reduce their taxable income ...
Secure Act 2.0: What this New Legislation Means for You
A series of new laws – collectively known as ...
Latest Resources
How to Work Effectively with Your Professional Teams
There are a lot of moving parts for any ...
How to Save Money Through Retirement Plans
Business owners may be able to reduce their taxable income ...
Secure Act 2.0: What this New Legislation Means for You
A series of new laws – collectively known as ...