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
6 Tips to Help Your Small Business Thrive
In today's competitive market, running a small business can be ...
Frequently Asked Retirement Questions (With Answers!)
Our team at Trost Financial is constantly asked about retirement ...
How to Maximize your Wealth Management
By: Greg Trost, CEO & Succession Planning Strategist Wealth Management ...
Latest Resources
6 Tips to Help Your Small Business Thrive
In today's competitive market, running a small business can be ...
Frequently Asked Retirement Questions (With Answers!)
Our team at Trost Financial is constantly asked about retirement ...
How to Maximize your Wealth Management
By: Greg Trost, CEO & Succession Planning Strategist Wealth Management ...