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