Understanding Your Retirement Package
As financial advisors, oftentimes clients look to us to assist them in choosing their retirement plan options. Whether it’s an early retirement package due to your company downsizing or you’ve reached your full retirement age, you owe it to yourself to meet with a financial advisor to review the options. For example, with pension plans once you decide on a payment option the decision is permanent. Evaluating how each variable will affect your tax situation, income needs, and overall financial well-being is very important. Consider these three factors before signing on the dotted line and finalizing your retirement benefits.
Early Retirement Payouts
– Early retirement payouts have tax implications and can be complex and confusing. We can help you understand the details and create tax-advantaged strategies to assure you are maximizing your benefits.
Supplemental Security Income
– When should you begin drawing SSI benefits? Our advisors will review your cash needs, spousal benefits, as well as your life expectancy to help answer your questions.
- How will your current income and lifestyle change over the next 5, 15, 25 years? We work through the “what if” scenarios and devise post-retirement income strategies to assure you enjoy your retirement and have solid peace of mind for years to come.
Moving into the next phase of your life is exciting. You’ve planned and saved so now it is time to enjoy the fruits of your labor. Let us assist you in fulfilling your retirement dreams. If you are interested in meeting with one of our financial advisors that specialize in retirement planning, please contact Donna Sanders
, Vice President at (319) 364-3041 or email@example.com