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RETIREMENT PLANNING
Retirement Plans are as diverse as the people who own them.
Plans fall into different categories with different features, benefits, and rules.
Commonly owned plans include traditional IRA's, Roth's, and 401(k)'s.
I specialize in customizing tax-advantaged plans for Small Business Owners & Key Employees.
TCF Retirement Planning Services Include:
- A written analysis of your pension and contribution-type retirement savings on a risk-adjusted
and inflation-adjusted basis with recommendations on Allocation based on your risk tolerance.
- I demonstrate how your forecasted savings plus Social Security benefits annuitize over your
retirement years in relation to your budget, retirement plans, and estate directives.
- I prepare a Tax Plan to forecast and demonstrate the tax impact of Plan distributions with
your other sources of Taxable Income.
- For Employers, I recommend and craft a Sponsored Retirement Plan advantageous to you, your
business, and key employees.
- I also offer personalized Retirement Plans plus Tax and Wealth Management to you and your
employees.
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