Retirement Planning
When nearing retirement age, sometimes we have multiple retirement accounts across different platforms.
This is where we discuss what the best course of action is based on how much monthly income we need during our retirement.
This is where consolidating 401k’s and other employment retirement accounts into a Traditional IRA comes in.
These can be accomplished through mutual funds, Advisory accounts, or annuities depending on what is most suitable for each client.
Even the ability to start retirement planning early like opening your own personal Roth IRA or Self Employment retirement planning. (Which is great for 1099 employees or independent contractors)
