For late 1950’s Baby Boomers and the following generations, Social Security is on its way to becoming a non-event. That’s why it is increasingly important to prepare for your retirement years or plan to work longer to support your current lifestyle. In either circumstance, we can assist clients in defining retirement goals and then creating a plan that meets them.
For individuals who have acquired sufficient funds to provide for retirement, distribution planning—particularly in the early years of retirement—is a must. Withdrawing too much during the early years can jeopardize funds later in life, while not having the right asset allocation puts your retirement assets at risk of inflation. TWRU CPAs and Financial Advisors has the professional expertise to work with our clients in identifying and managing these risks.