Looking Forward To Retirement
Mike, 55, and Lisa, 54, are thinking about retirement, but they also want to make sure their two kids, both of whom recently graduated from college, are taken care of for years to come. Mike and Lisa want to retire when Mike turns 60.
- Eliminate the stress of planning for retirement
- Spend less in taxes, now and in the future
- Enjoy quality time with family and travel in retirement
A Personalized Approach That Mike
And Lisa Feel Confident About
- Result 1
Mike and Lisa's customized approach, bolsters their retirement savings, reduces lifetime income taxes, and gives them piece of mind.
- Result 2
Mike and Lisa have a plan to save in ways that will allow them to take very tax-efficient distributions once they retire, which will have the added benefit of allowing them to qualify for a healthcare subsidy.
- Result 3
Mike and Lisa now understand how they can use Roth conversions, timely charitable giving, and Social Security claiming strategies to reduce the taxes they will owe and optimize inflation-adjusted spendable cash.
Note: The above case study is hypothetical and does not involve an actual Approach Retirement client. No portion of the content should be construed by a client or prospective client as a guarantee of a certain result if Approach Retirement is engaged to provide investment advisory services. Each client's situation is unique and will affect the strategies that can be used for that client.