Health Care & Retirement Planning

Planning for your retirement is critically important to your personal finances and tax planning. Maximizing use of qualified retirement savings plans can be both a convenient and tax advantageous way to invest capital. But, equally as important is planning how to address rising health care costs as you approach & enter into your retirement years. Thereafter, “in retirement” contingency planning becomes important to protecting your assets and ensuring your quality of life.

Things to evaluate and consider:

• Maximizing 401(k) contributions
• Structured Profit Sharing Allocations
• Establishing A Cash Balance Plan
• Creating Non-Qualified Deferred Compensation Plans
• Short & Long-Term Disability Insurance
• Long-Term Care Insurance

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