Retirement Planning: Prepare for Your Golden Years

It’s normal to dream about the day when you can clock out for the last time, but only through planning for that day can you live the life you desire in your golden years. Retirement planning provides a path to pursue your goals for how you want to live after you leave the workforce.

Retirement Planning With Moss Wealth Management

At Moss Wealth Management, we take a holistic approach to planning and consider your vision for retirement. You should be able to live out your golden years on your terms, and our goal is to help you get there. We take the time to get to know your goals for this time in your life

Creating Your Plan

We develop strategies that strive to help you meet those goals, given your time horizon, income and assets and anticipated expenses and liabilities. Your advisor may recommend a combination of savings plans, an individual retirement account (or IRA), 401k plans and other investment opportunities.

Answering Important Questions

Your advisor can help you work through the difficult questions many people find themselves asking as retirement nears, such as:

• Which of my company’s retirement options is best for me?
• Is it possible to transfer my company 401k into an account with better tax advantages?
• Will I be able to retire comfortably?
• Should I invest in stocks?

Moss Wealth Management is here to help you through the retirement planning process. Contact us today to start preparing for your golden years.