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
Secure Act 2.0: What this New Legislation Means for You
A series of new laws – collectively known as Read more...
Year-End Retirement Options to Consider
By: Greg Trost, President & Founder of Trost Financial As Read more...
What is Tax Harvesting?
By: Jim Watson, Director of Investments & Client Experience, Trost Read more...
Latest Resources
Secure Act 2.0: What this New Legislation Means for You
A series of new laws – collectively known as Read more...
Year-End Retirement Options to Consider
By: Greg Trost, President & Founder of Trost Financial As Read more...
What is Tax Harvesting?
By: Jim Watson, Director of Investments & Client Experience, Trost Read more...