We will help you design and select the most appropriate retirement plan. We have the ability and resources available to select, establish, monitor and maintain all retirement plans, including:
• Individual IRA, Rollover & Roth IRA Accounts
• SEP, Simplified Employee Pension Accounts
• Money Purchase Plans
• Profit Sharing Plans, including paired plans.
• Defined Benefit Plans
• 401(k) Plans
• Simple 401(k), & Simple IRA plans
We can offer recommendations with regard to selecting qualified and non-qualified plans, tax deferred programs, asset allocation and wealth accumulation techniques. We will also review with the you and the your accountant or CPA, the implications of the minimum distribution requirements; income, estate and excise taxes that are we identify. We will also evaluate the appropriate asset allocation for income needs during retirement.
Introducing Our Income for Life Model®
The Income for Life Model® is an investment strategy with the objective of providing inflation-adjusted income for life. The strategy allocates assets in a manner that places a heavy emphasis on guaranteed* streams of income that continue over long periods of time. This is extremely important because Americans are increasingly being forced to rely upon their own retirement savings to create the retirement income they will need. With longevity increasing and interest rates low, creating durable streams of retirement income can be challenging.
The Income for Life Model provides a sound foundation for creating that income.
