Pre-retirees and Retirees
You've worked hard, disciplined yourself and saved for retirement. You deserve to enjoy whatever you have planned, be it relaxation, adventure, a new career, or all of the above. But deciding how and when to use your savings can be the difference between a worry-free retirement and a worrisome one. Distributions from certain investments may come with heavy tax consequences if not done properly. Likewise, liquidating the wrong investments in the early years may adversely affect the longevity of your portfolio.
At Schoen Financial Advisors, as CPAs and Certified Financial Planners, we’re uniquely qualified to help you reach your goals. We’ll listen to your ambitions for retirement, your concerns, and your vision of the legacy you wish to leave behind. Once we understand your position, we’ll craft an income and distribution strategy designed to help you make the most of your savings and realize the goals you’ve worked hard to reach. Before we move forward with any plan, we'll make sure you understand the strategies we've proposed and feel comfortable with the course we've recommended. We expect you to have questions, and we're here to answer them along the way.
Many of our clients come to us with complex and varied investment portfolios that include tax-deferred retirement plans, pension plans, investment portfolios, real estate, stock options, and other types of investments. We help them find tax-efficient strategies for retirement distribution that meet their income requirements and legacy plans.
Contact us for help with: