Retirement planning is the process of developing strategies to save, invest, and distribute money to be used after you stop working. Retirement planning considers your current assets and income and your future liabilities, expenses, and health expectancy. While it is never too late to begin planning for retirement, the earlier you start saving, the more comfortable your life will be in the future.
At Jaeger Wealth Management, we understand the unique needs of clients who are near retirement. We help all clients understand how to structure income to minimize tax obligations and optimize growth potential. Through a comprehensive plan, we can help you clarify goals and implement the best savings strategy for your situation. Our advisors can help you with the following services:
Our retirement plans are managed with our Retirement Plan Consulting Program. Our advisors act as fiduciary for all plans, meaning they act in the best interest of clients in a manner to preserve faith and trust.