RETIREMENT PLANNING

People tend to make financial decisions one life event at a time. Think about it: You graduate college, get your first job, and start a 401(k). Next, you get married, buy life insurance, save in a joint account, and set up estate documents. Then, you have children, purchase more life insurance, make sure disability is covered, and open 529 accounts.

 

We tend to walk through our lives checking these “boxes” — when these processes are more like a funnel. And the end goal is retirement. 

Distribution Planning: Accumulation Stage Gatewood Wealth Solutions

At Gatewood Wealth Solutions, we’re here to help you start managing that funnel today, so you’ll have pulled all the right levers by the time you’re ready to retire. Our retirement planning services include:

Gatewood Wealth Solutions Social Security Maximization

Social Security Maximization

Understand how and when to take Social Security. Married? Divorced? Interested in still working? These are all considerations that need to be taken into account to ensure you maximize your benefits.

Gatewood Wealth Solutions Pension Analysis

Pension Analysis

See your pension benefits in the context of your broader financial plan (which we call your Goals Analysis).

Gatewood Wealth Solutions Monte Carlo Analysis

Monte Carlo Analysis

Learn your probability of success based on several factors. 

Gatewood Wealth Solutions Distribution Planning

Distribution Planning

Know when and how to take distributions, so you can maximize your tax strategy and maintain your ideal cash flow during retirement. 

401(k) Transition Assistance

Leave the money in his/her former employer's plan, if permitted; roll over the assets to his/her new employer's plan, if one is available and rollovers are permitted; rollover to an IRA, or cash out the account value. 

Gatewood Wealth Solutions Hub Accounts

Hub Accounts

Insulate your portfolio and plan with cash. You are setting aside money proactively to provide security during inevitable down markets.

Want to Learn More?

Download our FREE Retirement E-Book: "You're Retiring – Now What?" or for more in-depth information regarding retirement planning, contact Lead Advisor Daniel Goeddel.

Daniel Goeddel, MBA

Partner | Chief Development Officer | Lead Advisor

Gatewood Wealth Solutions You Are Retiring Now What Blog