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Do You Have A Retirement Income Strategy?
You’ve probably been planning for retirement in some way, shape, or form for many years. Maybe you participate in your company’s 401(k) plan or set aside money in a traditional or Roth IRA. Maybe your employer offers a pension plan. All of those are important retirement income planning actions. As you get closer to retirement, it’s important to plan for your retirement income in specific detail.
Your retirement plan should reflect YOU, and all the things that you will need to pay for. All the things you want to do, the way you feel about investing and how much risk you need to take in order to secure your retirement. It should account for all of your sources of income, taxes, required minimum distributions, differing rates of inflation for things such as health care, and for the certainty of continuing swings in asset values.
At Safe Harbour Retirement, we are experts at retirement planning, especially 401k roll-overs. We work with you to design and implement a plan to prepare you for the years leading up to your retirement. We work collaboratively with job placement firms and large employers throughout Connecticut to secure the best strategy for your particular retirement goals. But your plan doesn't stop at retirement. We will continue to work with you, monitoring your plan and investments on a regular basis, making modifications and adjustments as needed to help find the best strategies in fluctuating market conditions throughout your retirement years.
Our goal is to deliver retirement plan solutions that are appropriate for you, and provide recommendations for specific actions you can take. We work with multiple solutions because we know that no one-solution works for everyone.
How you invest for your retirement is a decision that will make a difference in how you live the rest of your life. Our mission is to make those difficult choices, a little simpler for you.
Learn more about our approach to investing and how we can help you reach your goals through a globally diversified portfolio.