Where will your retirement income come from? For most people, qualified retirement plans, Social Security, personal savings, and investments all play a role. At Anna Downs, we’ll design a comprehensive retirement income plan focused on growing, preserving, and helping protect your hard-earned assets while working toward your retirement income goals.
In retirement, you will no longer be in the workforce with a regular paycheck coming in. Instead, you will need to find ways to generate income and withdraw money from your retirement savings in a manner that takes into consideration tax implications and helps support your long-term retirement income needs.
We will help you create a retirement income plan and consider the tax ramifications of various types of accounts. We can also team up with your CPA to evaluate Roth conversion opportunities before you retire and assist with planning for required minimum distributions (RMDs).
Various types of insurance may also be considered as an important part of your retirement planning and estate planning strategy.
Services we may include as part of your retirement plan:
- Income Planning
- Roth Conversion Planning
- Annuities for Income
- Insurance Planning
- Estate Planning Strategies
