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

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:

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.

Pension Analysis

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

Monte Carlo Analysis

Learn your probability of success based on several factors. 

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. 

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 3-Bucket Approach E-Book: "Don't put all your eggs in one basket - put them in three buckets" or for more in-depth information regarding retirement planning contact, Lead Advisor Daniel Goeddel.

Daniel Goeddel, MBA

Partner | Chief Development Officer | Lead Advisor

"Don't Put All Your Eggs in One Basket -- Put Them in Three Buckets"

© 2021 Gatewood Wealth Solutions

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