At Rosenthal, our specialty is assisting you in the income distribution phase of your life. We can help you plan for a smooth transition from your working years into the next relaxing chapter of retirement. By educating you on the retirement income strategies available, we can help you decide when you can afford to retire in order to maintain the comfortable lifestyle in which you have become accustomed.
Are you asking these questions?
- How will the Medicare changes affect my retirement?
- Do I have enough money to retire?
- What are the new 401(k) and IRA rules?
- What sources of guaranteed income do I have (if any)?
- How can I avoid unnecessary taxes and penalties at retirement?
- Should I draw early Social Security benefits or wait until full retirement age?
- How can I establish a sound retirement income plan?
If you have ever asked any of these questions, now is the time to start planning. For over 20 years, we have specialized in assisting clients in the retirement planning and transition process.
You are entitled to complimentary consultations with our financial advisors in order to help determine if you are on track to reach your retirement goals. There is much you can do during your working years to plan for a successful retirement. We are happy to review your 401(k) to ensure that your allocations are well-balanced and aligned with your retirement goals. We can also provide retirement income projections to help ensure you are on track for a sound retirement. If you are eligible for a pension, we will explain pension election options.
We can help provide guidance in determining the best time to retire. Then, we will assist you with the retirement transition process, which will include a discussion regarding suitable investment options and preparing a retirement income strategy. Once you have retired, we will meet with you regularly to review your financial situation and help ensure that you are accomplishing your retirement goals. As comprehensive retirement counselors, we will discuss your insurance needs, taxes, estate plans, and Social Security to help you get the most out of your financial plans.
Becoming a Rosenthal Client
Once you become our client, you will have access to a wealth of information from our highly-credentialed financial advisory team. Using our six keys to financial planning, we take a comprehensive approach to your overall financial well-being.
Call us today to schedule your complimentary Pre-Retirement Financial Review.