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Retirement Planning

The miracle of modern medicine. A recent retiree could end up living 25+ years on their retirement savings. This number is likely to increase in the future. What are you doing today to plan for a happy and financially healthy retirement?

Many Americans under-save for their retirement, so let us set the record straight: If you can afford to save, you need to set up a retirement plan as soon as you possibly can. Think of it as a birthday present to your future self.

It is important that you understand the quantity and variety of options available to fund your retirement. While Social Security was once a major contributor to creating income in retirement, recent changes may force you to start thinking of Social Security as a bonus rather than a base. Are you completely aware of the benefits you’ve earned through your Employer-Sponsored Qualified Plan? Your 401(k) Plan, Simplified Employee Pension Plan, 403(b) plan and traditional or Roth IRAs will all be important contributing factors to your retirement income. Pistone Wealth Advisors will help you understand your options and the important tax implications that come with each.

The best retirement plan for you depends on who you are and what you want your retirement to be. If you are in your 20s, 30s or 40s, it is important to maximize your savings and design a retirement plan that provides a solid foundation. If you’re about to retire you need to know the best way to make the money you have saved last. Come in and talk to us. You can contact us here to set up a consultation or to learn more about potential retirement plans.