Retirement Planning

Retirement planning strategies should be designed to suit your goals and comfort level as well as to take advantage of tax saving opportunities.  For any plan to be effective, it is necessary to implement these strategies and to periodically review your goals and progress.


Retirement planning not only consists of planning the distribution of your assets in the most tax-advantaged method but making certain that your income will last through retirement. Retirement planning can begin at any age, the earlier you begin retirement planning the better your chance at meeting your retirement goals.


Some questions we will address with clients are:


                     At what age can I comfortably retire with the lifestyle I want to enjoy?


                     Will I outlive my resources?


                     How should I be withdrawing my assets to capitalize on tax advantages?


                     How should my portfolio’s assets be allocated?


Own a small business or self-employed? We have retirement savings solutions for you and your employees, as well. 

© 2020 by McKee Asset Management


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