Advice-Only Retirement Planning
DIY investors want to double-check their progress towards retirement. Advice-only recommendations minimize conflicts of interest and don’t try to sell you anything.
Moving from accumulation to de-accumulation is serious business with many moving parts.
Issues Commonly Addressed:
- Options for Healthcare in Retirement.
- Which accounts to draw from… and when?
- Setting up a Tax-Efficient portfolio.
- Legacy planning: Disclaimer Estate Planning
- Roth Conversion Planning: Roth Conversions are the most powerful tool to control future taxes.
- Asset Protection: Asset protection strategies for physicians.
- Tax Planning: Taxes are often a retiree’s most significant expense. How can you optimize taxes this year and for the next 20 years? A tax projection during your tax planning window helps decide how much you can optimally withdraw from your retirement accounts.