Ready or Not - Here comes RETIREMENT
Are You Planning Your Retirement?
3z2a3498p.jpg
Consider the following...
To Get to the MOST out of YOUR RETIREMENT

These components must be considered:

  • shield smaller.jpg
    Optimal Social Security Strategy

    You might already know that Social Security is complicated. A Retirement Readiness Plan gives you step-by-step instructions on when/how to claim Social Security benefits, coordinated with all of your other assets to make your resources stretch longer.

  • shield smaller.jpg
    Establish Protected Income

    Peace of mind during your retirement can be directly linked to how much of your income is protected a.k.a. Guaranteed. The goal is to break free from the dependence on the stock market as a source of income.

  • shield smaller.jpg
    Withdrawal and Investment plan

    Knowing which account to spend from and when is critical in maximizing the longevity of your assets and minimizing taxes. This includes analyzing different strategies to be tax-efficient, which may allow you to spend more during retirement.

Rogers Tax Advisory Group,Financial Planner,North Charleston,SC