Solano Wealth Management Group

CONNECT

Address:

One International Place, Suite 3210
Boston, MA 02110

Phone:

(617) 377-4416

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