You will need 70 percent of your current income to maintain your current living standard, according to the US Department of Labor. The earlier you start preparing for retirement, the more certain you can be that your retirement goals are on track. At Steven P. Ruse, CPA, CFP®, along with other financial planning services, we can help you:
- Analyze retirement assets during draw-down periods and help make sure you aren’t at risk of outliving your assets.
- Set up an estate planning checklist.
- Review wills and trusts and offer possible improvements.
- Make sure assets are organized and titled correctly so that your intentions and wishes are followed.
- Ensure your assets are going exactly where you want, as fast as you desire, with the fewest possible tax ramifications.
Please Contact Us to find out more about our Retirement Planning Services.
