Atlas Retirement offers an array of financial products and services to help you work toward your retirement goals.
A robust retirement income plan is one that usually includes Social Security, RMDs, life insurance, pensions, annuities, optional income for life, tax minimization, long-term care, and more strategies. At Atlas Retirement, we combine all of these services and products into a comprehensive, actionable plan that gives you strategies for your retirement.
When we create an insurance plan, we include insurance products that may include long-term care options.
Hybrid strategies available today are flexible and can be used in several different ways.
It’s important to have a strategy in place to help maximize Social Security benefits. Many don’t have one, and there is much to consider. Whether it’s strategies to help reduce taxes on Social Security, deferring, or recalculating, Atlas Retirement can help you put together a Social Security action plan to help you maximize your benefits.
What are RMDs, and when are they required? How is the amount of an RMD calculated? How will RMDs affect your overall income plan in retirement, and how can you plan for retirement withdrawals from your nest egg? We can help you with an RMD strategy so that you may be able to withdraw them and use the funds however you wish.
The new tax plan could mean new tax strategies. As important as it is to be diversified in your portfolio, we believe it is equally important to be tax-diversified. When you come in for tax-efficiency strategies planning, we’ll create a personalized tax map for you. Our team helps our clients determine whether it makes sense to strategically withdraw pre-taxable retirement dollars now and convert them into Roth IRAs and other after-tax and/or tax-free vehicles so that you can potentially pay less tax now instead of more down the road.
Tax and/or legal advice is not offered by Atlas Retirement or its affiliated companies. Please consult with your personal tax professional or legal advisor for further guidance on tax or legal matters.
If you’re ready to take your next step in your retirement journey, Atlas Retirement would love to help. Fill out the form below to get in touch with our team today:
