Your Desired Outcome. Check.
Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle. Because an individual’s retirement years can span decades, retirement planning generally dominates other financial goals. A successful plan put into place during the wealth-building lifespan should address ways to maximize growth and tax-efficient distributions, as well as how to leave retirement assets to the next generation.
Qualified Employer-Sponsored Plans
Employer-sponsored retirement plans such as 401(k) and pension plans.
Inexpensive and easy to establish and maintain, it also offers favorable tax incentives.
By identifying your retirement gap, you can develop a strategy for personal savings.