income planning, wealth management, and tax planning

You would never plan a road trip without having a final destination in mind. Where are you going? When do you plan to arrive? And what are you going to do once you get there? It is important to make a long-term plan that will allow you to pay off all the everyday expenses on your trip while also leaving you enough money to enjoy your destination.

Retirement is just that ultimate destination, and you want to make sure you have the sufficient funds to have a fun time once you get there.

Planning for retirement is much more complicated than creating a 401(k); it also includes income planning, wealth management, and tax planning.

Plan for your financial future.

  • Make a long-term plan

  • IRA's: Using traditional / Roth

  • When to take Social Security

  • Required Minimum Distributions

  • Saving on taxes 

  • Take advantage of the tax advantaged accounts

  • Where to invest your 401(k)

  • Reduce costs associated with old 401(k) accounts

  • Understand your needs

Request a consultation with Relate!