Buckingham Retirement Services
ALERT!
Have you moved your Retirement money into an Interest bearing account yet?
Contact me to learn how!
It’s Tax Season, If you’re interested in tax preparation, I charge $99
Do you have a current Will, Trust and Durable Power of Attorney?
Do you have a 401k, 403B or a Traditional IRA?
Have you taken steps to reduce your future Income Tax Liability?
Most Importantly:
HAS YOUR LAWYER, INCOME TAX PREPARER AND YOUR RETIREMENT BROKER MET TO COORDINATE THESE PLANS?
MY SPECIALTY IS REVIEWING YOUR CURRENT PLANS AND MAKING SURE THEY WORK PROPERLY FOR YOU AND YOUR FAMILY
After 30+ years working in banking, I learned a few things about helping people transition into Retirement.
It’s not just about saving money for retirement.
It’s Health Insurance, Medicare, Housing, Part time jobs, hobby’s , and most importantly “what to do next”.
Most people don’t: “Plan to fail”,
But some of us: “Fail to plan'“.
Did your Tax Preparer, Retirement Broker and your Attorney who prepared your Will or Trust coordinate these three most important aspects of your retirement?
Can you Retire Early?
Probably…….Maybe…..
Let’s find out….
Should your 401k or IRA be invested in the Stock Market?
That depends on your plan.
Do you have a Real Retirement Plan, or are you just depositing money each paycheck into your company sponsored 401K?