An IRA Coach is highly experienced in helping clients, generally 50 years or older, with getting he most out of their IRA. An IRA is an individual retirement account but our IRA coaches are also very adept at working with 401k's and ROTH IRA's. You work a lifetime to accumulate wealth and their are plenty of financial planners who are very good at helping you accumulate wealth but what next? If you are beginning to think about your retirement, we help you:
1.) Pick a target date for retirement 2.) Conduct a fact finding session 3.) Provide you with a needs analysis profile 4.) Adjust your retirement date if necessary or suggest other ways of coming up with the short fall 5.) Suggest the most efficient way to start providing yourself with an income that best maximizes your IRA 6.) Suggest financial tools that have beneficial tax treatment (always discuss with your accountant) 7.) Recommend other additional strategies to get even more retirement income
To schedula a complimentary initial meeting with an IRA Coach, please call us at 215-876-5831 or request a phone call.
