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?

Here are five facts about Social Security that might surprise you.

Around the country, attitudes about retirement are shifting.

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

With education costs rising, creating a plan for 4 years or more of inflating costs is critical to long term planning.

Plan to move during retirement? We can help recommend which finances to use when moving.

Want to know if your current retirement plan can afford a new boat or home improvements?

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)