Key Planning Issues

Retirement Strategies, Ltd. addresses a wide range of financial planning issues that we believe to be crucial to the health of your financial life. The issues that we evaluate include but are not limited to:

• Social Security benefit eligibility
  
• Retirement savings plans (401k, 403(b), deferred compensation, IRA, Roth IRA, etc.)
  
• Investment management
  
• Risk tolerance
  
• Asset allocation
  
• Income distributions
  
• Beneficiary Designations
  
• Individual and Group Healthcare options
  
• Medicare choices
  
• Long Term Care risk and cost
  
• Medicaid eligibility
  
• General life events - (death, divorce, serious illness, etc.)
  
• Aging parents/Elder Care
  
• Inheritances
  
• Wills, powers of attorney, living wills*
  
• Estate distribution
  
• Gifting strategies
  
• Special needs planning
  
• Trusts*
  
• Housing alternatives
  
• Travel

*Retirement Strategies Ltd. does not provide tax, accounting or legal advice.