Retirement Planning
How Milestone can help:
What does retirement mean to you? How much money do I need in order to make the transition into retirement? Where will my retirement income come from? When should I apply for Social Security? Milestone helps you answer these tough questions through proper analysis and planning, giving you confidence while enjoying retirement.
Planning Stage:
Working toward retirement
- Analyze required savings and investing needs in order to retire
- What will your lifestyle be like in retirement?
- Determine a savings strategy to meet your milestone
- Learn about healthcare and Social Security benefits
Getting ready to retire in 2-5 years
- Develop a retirement income strategy to prepare for retired living
- Determine income needs to meet your desired retirement lifestyle
- Review health care options to meet needs in retirement
- Begin to strategize income sources and plan for taxes
Will retire in 2 years
- Determine your income and expenses in retirement to be fully prepared
- Finalize age and Social Security benefit strategy
- Required minimum distribution outlook
- Review retirement income options while maintaining tax efficiency
Already retired
- Enjoy your retirement through flexible planning
- Make sure your money will last as long as you
- Mitigate inflation risk
- Assess market risk and retirement income strategies