Moneta Group is a Financial Planning and Consulting Firm located in Clayton, MO.
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 What We Do > Retirement
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Moneta Group views retirement in two phases: the accumulation phase (working years) and the disbursement phase (retirement years). For the former, your Moneta Family CFO will help calculate and structure savings plans based on specific goals and objectives, and provide ongoing monitoring of the progress towards those goals. For those nearing retirement, more intense evaluation is applied and strategies are developed for your “paycheck replacement” after retirement.
During retirement focus is placed on tax-efficiency of withdrawals, determining from which accounts and which asset classes retirement withdrawals should be made, and providing the ongoing analysis necessary to ensure you don’t outlive your money. |
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