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Planting a Plant

Retirement Planning

How do you see yourself in retirement?

Retirement, according to the dictionary, is to “withdraw from one’s position or occupation or from active working life.” You can achieve retirement when you have sources of income that do not have to be earned by working.
Retirement and the term “financial independence” are often used interchangeably. Both are achieved when you have enough savings, investment income, and/or pension income to cover your living expenses. Work becomes optional!

This includes the following elements:

  • Traditional IRAs

  • Roth IRAs

  • 401(k) Plans

  • 403(b) Plans

  • Direct Rollover of 401(k) & 403(b) Plans

  • Variable & Fixed Annuities

  • Plan Confidence – 401k Consulting Service

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