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.
Retirees
Who
- Age 65 and over
- Increased net worth
- No longer working or working part time
Priorities
- Mortgage is paid off
- Little to no debt
- Reviewing pension arrangements
- Staying on budget
- Living off savings
- Reducing income tax
- Taking care of the “what-ifs?”
- Long-term care
- Premature death
- Making a will
- Establishing Powers of Attorney and Executor(s)
- Making sure health insurance is adequate
- Estate planning
- Specific strategies to minimize taxes and maximize retirement assets
Learn More
