Where will your retirement money come from? How much do you need?
If you’re like most people, qualified- retirement plans, Social Security, and personal savings and investments are expected to play a role. Remember that retirement planning starts long before you retire -- the sooner, the better. Your “magic number,” the amount you need to retire comfortably, is highly personalized, but there are numerous rules of thumb that can give you an idea of how much to save. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources to see how they can serve you over time.
We specialize in:
- Retirement Plans
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- 401K Plans
- 403b Plans
