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  2. Clients We Serve
  3. Clarifying Retirement

Clarifying Retirement

After years of hard work and saving, clients seek direction, clarity of thinking and a sense of confidence as they formalize a plan for the most important transition of their life.  Clients want to know if they have enough money to retire and not outlive their assets.  A planning engagement incorporates the following:

  • Define life goals and purpose
  • Identify and prioritize income needs
  • Structure retirement income sources
    • Optimal claiming of Social Security benefits
    • Pension payout decisions
    • Sustainable withdrawals from savings
    • Employment options (if desired)
  • Assess savings and investment strategies
  • Present healthcare options
    • Medicare & supplemental coverage
    • Long-term care
  • Evaluate tax implications
    • Income tax planning
    • Capital gains/losses & dividends
    • Asset positioning – taxable vs tax-deferred
    • Social Security & Medicare implications

Clients We Serve

  • Life in Transition
  • Clarifying Retirement
  • Executive/Business Owners

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  • 110 West Road, Suite 415, Towson, MD 21204 United States
  • Phone: 410-252-0088
  • Email: info@alereplanning.com

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