There are many important decisions to make when transitioning to retirement.
How will you take your income? What source or vehicle should it come from? Should you take a pension buyout or roll it over? What investment options are right for you?
When will you take your social security? How do you best maximize it for your situation?
How does all this effect your tax situation? Many retirement planners have never done a tax return for someone else! We look at everything together to help you make the right decisions. It’s convenient to take care of everything in one place.
Would you like help with planning your transition to retirement? Then we’d be glad to help! We serve middle Tennessee residents locally and offer virtual appointments by phone and video conference. Simply fill out our contact form or give us a call.
