Retirement Accumulation | Landmark Wealth Management Group
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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What Does Retirement Accumulation Planning Look Like?
- Helping to maximize your pension, including analysis of the pros and cons of a monthly pension option vs. a lump sum rollover to an IRA
- Confirming you can retire and live the retirement you worked so hard to create
- Providing a personalized retirement income distribution strategy that addresses each phase of your retirement in a tax-efficient manner
- Social Security maximization
Common Long-Term Goals

We help show you not only when you can retire but how to make it a reality by offering:
- Holistic and comprehensive planning using statistical modeling to identify, track and illustrate your needs / goals in retirement
- Coordination of HSAs, HRAs and RMSAs*** with Medicare to help cover rising medical costs
- 401(k) analysis, including:
- Rollover and in-service withdrawal options- pros and cons
- Net Unrealized Appreciation (NUA) of employees who work for publicly traded companies stock tax-free (Fed and State)
- Roth IRA conversions of certain retirement funds
- Assistance with required Minimum Distributions (RMDs)