Retirement Income Planning
As you near retirement, we can provide you with a comprehensive proposal that evaluates your current situation in relation to your retirement goals. This includes projections of your future financial welfare based on such variables as your income requirements, inflation projections, potential taxes, social security, required minimum withdrawals and military or other plan benefits*. We will also provide a clear explanation of the various retirement plan options available so that your election will be financially appropriate.
We will also assist you in complying with plan requirements and accurately completing your documents, resulting in a smooth and successful transition to retirement. If you elect to become a client, our wealth management services team begins the orderly process of allocating your retirement assets based on the comprehensive plan we have developed with you, including proper rollover of your tax-deferred assets into IRAs*. We can also review your estate planning documents at this time to determine if you need any updates required as a result of your change in status.
Comprehensive Investment Services
• Manager Due Diligence & Selection
• Performance & Portfolio Reviews
• Banking Services & Internet Access
• Tax Reporting*
• Continuous Monitoring & Consultation
• Monthly and Quarterly Statements
• Financial Planning Assistance
• Family Survivorship Guidance
• Estate Planning Review & Coordination
*Cleary Gull does not provide legal or tax advice.