You can never stop preparing for retirement. It’s a good idea to have a second opinion even if you think the moment where you can step away. from your career is within reach.
Maybe you already have a retirement plan with a former employer that you’d like to supplement with a Roth IRA. Consider adding a second retirement account that can work for your benefit down the line.
- Individual 401(k)
- Roth IRA
- Roth 401(k)
The decisions you make before you retire can have a tremendous impact on the quality of life you enjoy after you retire. Let us guide you through the process with less worry.
- Current market research
- Review your investor risk profile
- Passive income fund vehicles
- Fixed-income class diversification