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Retirement Planning

With the largest percentage of the US population approaching retirement and life expectancies increasing, many individuals fear they will outlive their income. Essential planning now will preserve the freedom and flexibility you deserve throughout your retirement.

Recent tax legislature has further complicated the handling of retirement accounts, and with complexities come opportunities. Our professionals have a thorough understanding of the new tax laws to answer challenging questions such as:

  • Should I convert my IRA into a Roth IRA?
  • Should I roll my 401(k) into my IRA?
  • How can I take money of out my IRA before age 59½?
  • What is a stretch IRA?

The correct answers to these questions and others can make the difference on your lifestyle during retirement.