Planning for the future has many benefits beyond just ensuring you’re protected in your later years.
It also offers a powerful way to invest, reduce your taxes and build your wealth.
While this requires retirement planning to have a place in all aspects of your financial picture, Thinking Cap Financial will also offer direct analysis of where you stand, for once you decide to step away from the job while also weighing the impact on your life today.
This helps, whether you’re days or decades away from retirement.
This includes:
- Reviewing Current Retirement Planning Steps and Accounts
- Incorporating Alternative or Additional Retirement Accounts
- Ensuring Retirement Savings Strategies Match Financial Goals
- Creating a Safe Drawdown Strategy in Retirement
- Building A Financial Independence Timeline
- Reviewing Tax Implications of Withdrawals
- Producing a Plan that Maximizes Your Life’s Work
Do not go forward with retirement planning unless you’re speaking with someone that has a firm grasp and deep knowledge of the taxable impact of your strategies. It’s how good retirement plans can go wrong, when not accounting for Uncle Sam.
Contact us to get started on your plan today.
