Retirement Income Planning
Financial independence during retirement is a goal that many of us desire but rarely plan for. We can estimate what you need to maintain your current lifestyle at retirement. Any company-sponsored retirement plans, individual retirement accounts, savings accounts, and other sources of income are evaluated by our firm. Then, an effective, step-by-step strategy is determined, taking advantage of current tax laws and suitable investment vehicles. Creating a strategy can help set the stage for a comfortable retirement.
Five essential steps on the road to retirement
Establish Your Objectives
Determine Your Investment Style
Evaluate Investments
Choose an Appropriate Investment Plan
Execute and Periodically Examine the Plan
Establishing your retirement plan through BJ Muth, CFP® & Lincoln Financial Advisors means investment flexibility. You can select and then reposition your portfolio holdings to satisfy ever-changing personal and economic conditions.
Start now!
The longer you wait to create a retirement plan, the more you jeopardize your future happiness. You'll thank yourself tomorrow for what you start today.