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.