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Retirement Planning

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Withum is here to help you create a sound retirement plan that will assist you in making the right decisions today, leading to the retirement you desire later in life.

Retirement planning involves an analysis of the various choices you can make today to help provide for your financial future. You need to establish your retirement goals and create a plan to reach them. Once the amount of income you will need in the future is determined, you will be in a position to make informed decisions about earnings, savings, investments, and employer-sponsored or other retirement plans.

Withum can help you create a retirement plan by:

• Discussing retirement goals and time frames
• Projecting annual cash flows and your investable funds through a comprehensive model now and during retirement
• Determining the financial resources you will need to meet short- and long-term goals
• Reviewing your portfolio to align investments with retirement goals and time frames
• Explaining different alternatives to save for retirement
• Determining appropriate retirement plan distribution options


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