 You need to start planning now, if you have not already done so,
to ensure that you will have enough to live comfortably during your post-retirement years.
An analysis of your present situation and needs is a necessary part of understanding your
goals for the future and your likely needs.
Gazelle
Associates will be able to assist you in
determining the feasibility of retiring at a given time with a given level of resources.
We can .....
help you understand the effects of withdrawing money you have put away before
you turn 59 or after you turn 70.
explain to you how an IRA allows you to set aside money on a
tax-deferred basis and why this is a useful tool especially since your contributions
may be tax-deductible for federal income tax purposes.
assist you in dealing with mandatory distributions, also
help you with budgeting for both savings and investments, with
optimizing your investment portfolio and with IRA Rollovers.
advise you on your investment choices in your 401(k).
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