Your Retirement Plan
When can I retire?
How long will my money last?
All of us have a retirement plan, at least in our heads. But few have actually taken the time to put their plan on paper, which leads to the important question:
If your plan for retirement that you believe to be true, turned out not to be true – when would you want to know?
Schedule an appointment today to discuss your retirement plan.
Schedule an appointment today to discuss your rollover options.
Your Rollover Analysis includes:
• Exploring your distribution options
• Deciding whether a rollover IRA is right for you
• Avoiding the 20% withholding trap