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.