Rollovers and Planning For Retirement Plan Distributions

We work with you to develop a strategy for turning your retirement assets into a reliable source of income.  We can help you answer questions like

  • "Should I rollover my 401K [or other qualified plan] to an IRA? "
  • "How much can I safely withdraw from my retirement assets each year?"
  • "Will I have enough income to cover my necessary expenses no matter how long I live?"
  • "How can I help protect against risks like inflation and market  losses?"
  • "What are the rules for required distributions?"
  • "Are my distributions taxable?"
  • "What happens if I don't take out enough?"
  • "How do I make changes to my distributions?"