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Retirement planning is an integral part of most of the financial plans we develop at Buttonwood, and these are just some of the questions you face with as you begin the retirement planning process.
With tax laws regularly changing, retirement planning becomes increasingly complex. At Buttonwood Financial Group we assist you in developing the right retirement strategies to suit your goals and comfort level as well as to take advantage of tax saving opportunities. These can be simple steps or, at your option, we can create a written financial plan that, like a roadmap, will help you to your final retirement destination.
One important aspect of any retirement investments is the balance of return and risk. At Buttonwood Financial Group we will hlep you determine the amount of return and risk to insert in your personal retirement planning strategies and will periodically review your goals and strategies to be sure they remain on target.
At Buttonwood Financial Group, we will also help you determine whether assets and retirement income should be in your name or the name of a trust or other entity. Structuring your investments ahead of time can have a significant effect on the net amount of funds available for your estate after taxes.
- Traditional IRA, Spousal IRA, Nondeductible IRA
- Roth IRA (Individual Retirement Account)
- 401(k)
- 403(b) TSA
- SEP – Self Employed
- SEP – Employee
- SIMPLE
- Defined Benefit
- Profit Sharing
- Money Purchase
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