When to claim Social Security is one the most important financial decisions you will make in preparation for your retirement. It is an enormously complex decision, particularly when it comes to couples. How the decision impacts asset allocation and planning for the rest of the portfolio is an important consideration as well. See our Social Security videos for the basics.
How do you handle your company retirement plan when you retire from or leave your employment? Should you roll it to an IRA (Traditional, Non-Deductible, Roth)? What are the requirements? What about taxes? We can help you make the optimum choice for your situation.
Baby Boomers are asking: Will I have enough money in retirement? Now that I have accumulated my investment funds, will it be enough? How can I set up income for life? What do I do about health care and long term care? What will inflation do to my nest egg? Let us help you answer these questions and more.