I am focused on helping individuals work through crucial retirement decisions, such as:

 

• Deciding what age to work until

• Choosing from your social security options

• Understanding IRA rollover investment options

• Timing of your retirement distributions

• Tax efficient distribution strategies 

• Making your money last through retirement

• Guaranteed income streams in retirement

• Planning for Medicare, Medicaid, and Long term care needs

• Guidance on enrolling into a Medicare health and drug plan based on your individual healthcare needs