APPROACHING RETIREMENT

You’ve been a hardworking member of society for several decades and you’re ready to reap the rewards of your retirement. Are your finances ready for you to retire? What are the implications of working another year or 5 years on your social security Income? What are the implications of waiting another 10 years to draw on your IRA? If a spouse or relative passes away and you inherit his or her retirement plan or social security benefits what are the rules at that point? Make sure you are ready to exit the workforce in style without being surprised by the financial implications of retirement. 

Services offered include: