Services ~ Retirement Planning

Retirement income planning focused on
achieving life goals

Planning for retirement can seem like an overwhelming and complex task, especially when people are living longer and more than ever must be responsible for their retirement income. At Ames Planning we are well skilled at helping clients understand the many intricate pieces of retirement planning and what needs to be accomplished to achieve your financial life goals.

Plan now for a comfortable future

To plan well for retirement, you should consider some important questions:

• What do I want to do during retirement?
• How much will I need to live on?
• When should I begin collecting Social Security?
• Should I annuitize my pension or take it in one lump sum?
• How much can I withdraw from my investment accounts?
• How will any of these actions affect my taxes?
• What kind of medical coverage will I need?
• Will I be able to retire as I had hoped?

At Ames Planning, we have particular expertise in answering these questions specific to your individual situation, and in providing retirement income planning that helps you realize your goals.

Sometimes clients come to us with an inappropriate or ineffective retirement income plan. We are adept at unraveling the problems and recreating a retirement strategy that is appropriate for a client’s lifestyle, needs or tolerance for complexity.

The result is an increased sense of ease that your retirement is well planned.

Choose the right retirement plan

In addition to counseling clients on effective retirement planning strategies, we are experts on 401(k) and 403(b) rollovers, SEP IRAs, stretch IRAs, inherited IRAs and distributions rules. We also have extensive experience in setting up all types of retirement plans for both individuals and businesses, and in determining the types of plans that best match a person’s or company’s needs.

Contact us to learn more about effective retirement income planning.

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