RETIREMENT PLANNING

RETIREMENT PLANNING

RETIREMENT PLANNING


At Roberts Tax and Retirement Planning, we believe that a well-crafted retirement plan is a cornerstone of successful wealth management. It can help you make better decisions, and help you gain more control over current finances as well as the future results that can come out of a good plan.

RETIREMENT PLANNING


At Roberts Tax and Retirement Planning, we believe that a well-crafted retirement plan is a cornerstone of successful wealth management. It can help you make better decisions, and help you gain more control over current finances as well as the future results that can come out of a good plan.

WHAT IS A FIDUCIARY?

A fiduciary is required by law to put your best interests ahead of their own.

WHAT IS A FIDUCIARY?

A fiduciary is required by law to put your best interests ahead of their own.

Once our fiduciary financial advisors thoroughly understand your needs and concerns, you get a written analysis of your situation and they recommend a strategic action plan. The plan may address such issues as:

  • Cash Flow Planning
  • Asset Management
  • Retirement Income Planning
  • Roth Conversion Planning
  • Estate and Trust Suggestions
  • Insurance Utilization
  • Wealth Transfer Techniques
  • Succession Planning for Business
  • Implementation of Your Financial Plan

Once you are satisfied with the financial roadmap that they construct with you, they will help you put it into action.

RETIREMENT INCOME PLANNING

RETIREMENT INCOME PLANNING

Once you stop working, you suddenly find yourself without a paycheck coming in. You have to try to understand the best way to take Social Security and Medicare, and which accounts to take money out of when so you don’t run out. Not to mention, there are RMDs (Required Minimum Distributions) starting at age 72, which are due every year from your taxable retirement accounts like 401(k)s. If you don’t do these correctly or on time, you could be subject to a 50% penalty from the IRS.

ROTH IRA CONVERSIONS

ROTH IRA CONVERSIONS

We will analyze your situation and see if a well-planned series of Roth conversions can help you save on taxes in retirement by reducing or eliminating the need for RMDs in retirement. Roberts Tax and Retirement Planning was established to help you with all of the issues and risk you face in retirement, and we are one of the few firms which also offers tax planning as well as tax return preparation all under the same roof. Let’s talk.

RETIREMENT INCOME PLANNING

RETIREMENT INCOME PLANNING

Once you stop working, you suddenly find yourself without a paycheck coming in. You have to try to understand the best way to take Social Security and Medicare, and which accounts to take money out of when so you don’t run out. Not to mention, there are RMDs (Required Minimum Distributions) starting at age 72, which are due every year from your taxable retirement accounts like 401(k)s. If you don’t do these correctly or on time, you could be subject to a 50% penalty from the IRS.

ROTH IRA CONVERSIONS

ROTH IRA CONVERSIONS

We will analyze your situation and see if a well-planned series of Roth conversions can help you save on taxes in retirement by reducing or eliminating the need for RMDs in retirement. Roberts Tax and Retirement Planning was established to help you with all of the issues and risk you face in retirement, and we are one of the few firms which also offers tax planning as well as tax return preparation all under the same roof. Let’s talk.

CONTACT US

To set up a no-obligation appointment with us to discuss your taxes and your retirement, send us an email, or book an appointment now.

CONTACT US

To set up a no-obligation appointment with us to discuss your taxes and your retirement, send us an email, or book an appointment now.