30 Year Plan

 
 

30 Year Plan - 50s

 

  • Retirement “Catch Up” Contributions
  • Spousal IRA Assessment
  • Late-in-Life Educational Planning Review
  • Early Retiree Assessment
  • Review Insurance Coverage & Beneficiaries
  • Penalty-Free IRA Withdrawal Possibilities
  • Remaining Pre-Retirement Planning
  • Mortgage Reassessments
  • Will & Trusts Review
  • Tax Planning Strategies
  • Potential Roth Conversion
  • Insurance & Long Term Care Review
30 Year Plan - 60s

 

  • Social Security Benefit Analysis
  • Post-Retirement Health Care Costs Analysis
  • Fiduciary Skull Session (Joint Meeting with CPA, Attorney, etc.)
  • Estate Planning Adjustments
  • Medicare Sign Up
  • Full Social Security Analysis
  • Post-Retirement Cost of Living Review
  • Establishment of Post-Retirement Goals
  • Wealth Protection Strategies
  • Asset Allocation Re-Positioning
  • Charitable Gifting/Funding Analysis
  • Retirement Income Draw-Down Strategies
30 Year Plan - 70s

 

  • Maximum Social Security Benefits
  • Health Care Costs Review
  • Grandchildren’s Educational Funding
  • Required Minimum Distributions (RMDs)
  • Wealth Distribution Strategies
  • Updated Cost of Living Review
  • Extended Family Conference Review
  • Consolidation of All Assets
  • Estate Plan Review & Adjustments
  • Equity Exposure Minimizing Strategies
  • Long Term Care – Assisted Living Review
  • Remaining Re-Positioning of Assets
  • Review Living Will
  • Review Health Care, Medicare & Hospital Planning
30 Year Plan - 80s

 

  • Remaining Wealth Distribution Strategies
  • Pre-Burial Payment Plan Review
  • Review of All Beneficiaries
  • Pre-Probate / Executor of Estate Review
  • Remaining Details of Trusts, Wills & Gifting
  • Extended Life, Cost of Living Analysis
  • Remaining Reduction of Taxable Assets
  • Great Grandchildren Educational Planning
  • Current Assisted Living / Nursing Home Costs Analysis
  • Full Investment Review with Family