Our discussions with these clients often center on the following topics:
Spending plan design
Social Security Planning
Proactive Tax Consulting
Roth Conversion Analysis
charitable giving Strategies
RETIREE CASE STUDY EXAMPLE
Bill & Margaret
Bill and Margaret recently retired. They are trying to understand how to create an income stream from their investment accounts to support their spending. Margaret doesn’t think their advisor is the right fit for this next stage of their life so they would like to interview a new advisor. They’d like to understand when they should file for social security and what Medicare policies are the best fit for them. Additionally, Bill is worried about income taxes since most of their assets are in tax-deferred accounts.
NEWS & MEDIA
By Michael Torney, CFP, J.D., LL.M. It’s an unusual time for people approaching retirement. While everyone wants to know if they are financially...
By Michael Torney, CFP, J.D., LL.M. Despite the stock market’s recent downturn, many people will plan this year to donate money to their favorite...
With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our...