Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help move toward a desired retirement lifestyle. Because an individual’s retirement years can span decades, retirement planning generally dominates other financial goals.
A successful plan put into place during the wealth-building lifespan should address ways to maximize growth and tax-efficient distributions, as well as how to leave retirement assets to the next generation. There are several ways to save for retirement:
- 403(b) & Roth 403(b) Plans
- 457 Plans
- 401(k) & Roth 401(k) Plans
- Defined Benefit Plans
- SIMPLE & SEP IRA Plans
- Roth & Traditional IRAs
- Lump Sum Rollover Consultations & Exchanges
- Optional Retirement Programs
The advisors at K.W. Gutshall & Associates have the knowledge to assist you in choosing a retirement plan that will suit your retirement goals. We provide consistent and personalized service to our clients. You will know your representative and your representative will know you.