Ask yourself:

• Do I have enough money to last the rest of my life?
• Can I retire early?
• From which of my accounts should I withdraw money first?
• What are the income tax implications of withdrawing my money from my retirement accounts?
• How much money can I expect to live on once I retire?

It is never too late to develop a retirement plan.  Even if you are already retired, preparing a plan will allow you to make decisions based on an objective understanding of the options available to you.

Our firm is equipped to assist in the development of a retirement plan prior to retirement and the continued implementation of that plan throughout your retirement years.