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
Annuities: Saving for Retirement Income
For annuity awareness month, we wanted to help educate you [...]
Inflation and its Effect on Small Businesses
Let’s start with: What is inflation? Inflation measures the progressive [...]
What you Need to Know about California’s State-Mandated Retirement Legislation
If you are a California business owner, you have probably [...]
Latest Resources
Annuities: Saving for Retirement Income
For annuity awareness month, we wanted to help educate you [...]
Inflation and its Effect on Small Businesses
Let’s start with: What is inflation? Inflation measures the progressive [...]
What you Need to Know about California’s State-Mandated Retirement Legislation
If you are a California business owner, you have probably [...]