The Early Years
What are my options for retirement savings? Do I have employees that should particpate in my retirement plan?
- SEP IRA, Simple IRA, and 401k
- What's right for my business?
- What are tax benefits?
- Should I create a coporation?
- Traditional Pre-Tax contributions vs Roth contributions
- Develop a personal strategy for retirement investing
Mid Career
Do you have a desired retirement date? What are the issues regarding retiring early vs working longer?
- Start thinking about 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?