Retirement Planning


  • Retirement goal setting
  • Social security optimization
  • Medicare option
  • Retirement contribution
  • Roth Conversion
  • Employer-sponsored plans (401-k, 403, 457)
  • RMD and withdrawal strategies
  • Self-employed retirement plan


Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals.  This includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. Future cash flows are estimated to determine if the retirement income goal will be achieved. Assumptions such as inflation rate, taxation, and other factors are used to project cash flow into the future.


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