Individual Retirement Accounts
    Learn if a Roth or Traditional IRA are good choices and how to maximize the benefits of your tax deferred accounts. Your retirement investments and savings need to provide income for many years. We can help you calculate retirement income needs.

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  • Plan Your IRA distributions










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Your Individual Retirement Account (or IRA) will probably make up a substantial portion of your assets that be used in your retirement years for replacing your paycheck. But which IRA type to choose? We'll help you understand the tax rules and determine if a Roth IRA, traditional IRA, or continuing contributions to your employer sponsored 401k plan are better for you.

 
 


Once that you've retired, your money still needs to keep working. Why? Because most people can expect to live at least twenty years after retirement. That's a lot of income for your savings and retirement investments to generate and means that investing too conservatively - or too aggressively - can be detrimental. We can help you allocate your assets appropriately.


STRUCTURING YOUR PORTFOLIO FOR INCOME requires having a trusted advisor review not only your investments, but learn your plans for your retirement years. We can help plan income needs.

Also consider Health Care costs and Long-Term Care insurance, which can be huge drains on your assets and income.


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