We
combine an understanding of the retirement planning needs facing those approaching retirement
with specific
strategies designed to help address those needs.
Issues
We Address
-
How
much should I be saving to retire comfortably?
-
Am
I on track to retire at the age I'd like to?
-
Am
I using the right retirement investment vehicles for my situation?
-
How
much should I plan to withdraw each year when I do retire?
-
Will
my employer-sponsored plan and Social Security benefits be enough to support
my needs in
retirement?
-
Do
I have the appropriate life, disability and long-term care insurance
coverage?
|
Potential
Strategies
-
Retirement
income planning/withdrawal strategies
-
Roth
IRA conversions
-
Rollovers/consolidation
-
Catch-up
contributions
-
Annuities,
life insurance and long-term care insurance
-
Distribution
rules after age 55
-
Substantially
equal payments (72(t) election)
-
Social
Security benefit distribution planning
|
Investors
should consult a tax professional for advice about their specific tax situations.
Life insurance, disability income insurance, and long-term care
insurance are offered through Steward Partners Investment Solutions, LLC's licensed insurance
agency affiliates.