Retirement Plans

We believe that in order to truly benefit from a retirement plan, there must be disciplined saving, thoughtful investment and tax-efficient withdrawals. There are many pitfalls in managing retirement assets whatever form they take, be it an IRA, a Roth IRA, a 401k, a 403b or a multitude of other plans.

Modern medicine and enhanced nutrition are extending lives; when Social Security came in to existence in 1935, life expectancy in the US was 61 years. Now, data show that life expectancy is nearing 80 years old. Social Security was never intended to be the sole form of income in retirement, given the relatively low distribution amount, which is certainly the case today.

Managing the investment of retirement assets may remove the burden of taxes but still carry the need for balancing risk as one seeks some combination or growth, income and capital preservation. Developing a strategy for distributions is key to preserving the assets throughout an unknown number of years for retirement.

We can provide investment services for your IRAs and can often provide similar service for self-directed 401k plans. Additionally, we can provide investment management services for employer sponsored plans.


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