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Retirement Planning
Transitioning from earned income to investment portfolio can be a difficult psychological shift for some individuals. Therefore, we assist clients in determining appropriate income sources and whether their assets should be sold or reallocated. Our financial modeling services can help clients determine the amount of inflation-adjusted income that will be necessary throughout their retirement. We also determine the optimal distributions from qualified retirement plans, such as 401(k), IRA or pension funds, coordinating income needs while maximizing tax efficiency. We assist clients in making important pre-retirement decisions, such as IRA rollovers, lump sum vs. annuity elections and survivor pension options. |
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| "Our clients have worked hard most of their lives to accumulate the wealth they have today. It's our job to make sure that they get to enjoy it without having to worry about it." - Mary Margolis |
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"When we give it our all, we can live with ourselves - regardless of the results." - Anonymous |
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For more information about Stavis Margolis Advisory Services, or to have one of our Professional Financial Advisors get in touch with you, please Contact Us
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