Retirement Planning

You've worked hard.

Now let your retirement work for you.

Are you looking to retire in the next few years? Do you have questions about Required Minimum Distributions (RMDs)? Want to know how taxes will affect your retirement? Well then we’d love to work with you.

Retirement can be a time of relaxation, reflection, freedom, and adventure. But it can also be confusing from a tax perspective! While the traditional notion is that income generally declines once you are no longer working, this may not be the case if you have retirement accounts requiring you to take Required Minimum Distributions (RMDs).

In this case, your income may actually jump! This dynamic, coupled with the recent changes in the tax law (The Tax Cuts and Jobs Act), means that proper retirement planning is crucial to ensure that you are getting the most out of every dollar that you’ve worked so hard to save!

Call us today at (323) 531-3500 to ensure that your retirement is optimized from a tax perspective.

You may also schedule a FREE PHONE CONSULTATION using the form below to receive a call from a retirement planning expert at your convenience.