Retirement Phase (Age 65-74)

Retirement Phase (Age 65-74)

Financial Planning

Consolidate Your Investments
Protect Capital/Generate Income
Retirement Plan Distributions
Social Security and Medicare Planning
Roth Conversions

Tax Planning

Qualified Charitable Distributions
Roth Conversion Opportunities

Insurance Planning

Re-evaluate Life Insurance Needs

Estate Planning

Identify Wealth Trasnfer Goals
Review and Update Documents and Beneficiary Designations
Estate Tax Planning
Discuss Charitable Objectives