Retirement Planning

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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

Qualified plans are employer-sponsored retirement plans such as 401(k)s and pension plans.

IRAs

IRAs are inexpensive, easy to establish and maintain, and also offer favorable tax incentives.

Personal savings

By identifying your retirement gap, you can develop a strategy for personal savings.

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Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance.

Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance.

Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance.

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