The Early Years
Understand the limits of your Company Retirement benefits and the best way to supplement those plans.
- What retirement plans are offered and how do they work?
- How much should you contribute?
- Is there an employer match to your contributions?
- Traditional Pre-Tax contributions vs Roth contributions
- Develop a personal strategy for retirement investing
Mid Career
Do you have a desired retirement date? Can you retire early?
- Develop your retirement goals
- Is your retirement portfolio growing?
- Are you on track to meet your retirement needs?
The Home stretch
Set a goal for a retirement date. Will working a few additional years make a significant difference, or is it the right time?
- How do you protect your spouse?
- When do you claim social security?
- What are your Health Insurance needs in retirement?
- How does Medicare fit in?
- How do you start drawing on your retirement assets and what are the tax issues?