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Retirement

Where will your retirement income come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. We are the retirement planning near you in Greater Cincinnnati.

Retirement Planning is complex and may involve many of the following:

  • 401k Planning.
  • College Savings Plans, 529 Plans.
  • Estate Planning.
  • Investment Planning.
  • Disability Insurance.
  • Long-Term Care Insurance.
  • Permanent Life Insurance.
  • Asset Based Care.
  • Personal Financial Statements.
Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Estimate Your RMD

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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