Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
At Main Street Wealth Management, LLC, we can help you with:
Accumulation Planning – by assisting in defining your financial independence goals from both an economical and emotional standpoint to coordinate a tax-efficient strategy designed to accumulate sufficient wealth in the most beneficial programs.
Distribution Planning – by developing an orderly distribution of your assets structured to maintain your desired level of income on a tax efficient basis in an effort to increase the longevity of your resources.