What is a retirement analysis?

A retirement analysis reviews your income sources, expenses, savings, and tax exposure to help you create a long-term financial strategy for retirement.

What is tax-free retirement?

Tax-free retirement strategies: Use tools like Roth IRAs, specialty-designed insurance products, or annuities to create retirement income that is not subject to federal income tax.

Can estate planning help reduce taxes?

Yes. Proper planning can help reduce or eliminate estate taxes, income taxes on retirement accounts, and capital gains for heirs.

FAQ

Answers to the Most Common Estate and Retirement Planning Questions

As Estate Planning Coordinator, we know estate planning can feel complex and overwhelming. That’s why we’ve gathered the most frequently asked questions we hear from clients and answered them in plain language. If you're planning your estate, preparing a will, or trying to avoid probate, you'll find helpful, straightforward answers here.