I’m retired. What do I need to do?

Saving and preparing for retirement is only half the job. Deciding how, when, in what order, and at what rate to draw from the various potential income sources available to you is a far more complicated process. This is where a Retirement Tax Optimization plan (RTO plan) comes into play.

For more information, or to review your retirement plan, contact me.

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  • Age 65 and over
  • Increased net worth
  • No longer working or working part time