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Michael Nadeau, CFP

®

Living in Retirement

We combine an understanding of the unique planning needs facing individuals who are already in retirement with specific strategies designed to address those needs.

Issues We Address

  • Should my goals be adjusted to accommodate my changing lifestyle?

  • Should I place more emphasis on growth or income?

  • Does my estate plan provide for my family and charitable organizations?

  • What are the tax consequences for different withdrawal strategies?

Potential Strategies

  • Retirement income planning/withdrawal strategies

  • Risk management

  • Roth IRA conversions

  • Tax strategies

  • Estate and trust planning

Investors should consult a tax professional for advice about their specific tax situations

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