Financial Advice - checkups - retirement planning
Financial Advice - checkups - retirement planning
Financial Advice - checkups - retirement planning
- Develop budget to estimate cash/income needs
- Analyze income, expenses, assets, debt
- Evaluate investment choices and asset allocation
- Review tax situation and recommend action to minimize lifetime tax
- Reviewing Roth vs Trad IRA decisions based on current situation
- Recommend allowable withdrawals per month to minimize risk of outliving assets
- Estimate retirement tax bracket