As individuals prepare for the retirement phase of life, there are a number of income planning questions that must be addressed:
Not only will we help you answer these questions, but we will help you put a written plan into place that will address each of these topics in depth.
Retirement planning can get complex. There are endless amounts of strategies, planning opportunities, and ways to implement it in a tax-efficient way. However, at its core, retirement planning is knowing, with a significant degree of confidence, that you will have the financial resources to live out your retirement living years in the way you desire. We believe that working with Summit can provide contentment as you plan out these Golden Years.
Understanding the SECURE Act
Many advisors in the industry give advice to their clients to take money out of stock market as they get closer to retirement. Our CEO, Randy Morris, disagrees with this approach. Take a look at the video to see why!
Social Security: Five Facts You Need to Know
Lesser Known Provisions of the SECURE Act