Rotman & Associates

For many people, the fear of running out of money and being unable to maintain their way of life is worse than death. Let’s talk about adding guaranteed retirement income to your plan to help ease those fears.

With taxes top of mind, now is a good time to consider how they can influence the amount you accumulate and the income you generate in retirement. By working with me and your tax advisor to implement an asset location strategy, you can diversify sources of income that help manage tax liability and the timing of tax payments. Let’s review together — comment below or reach out directly.

With higher contribution limits and new Roth catch-up rules under SECURE 2.0, this year brings important changes to workplace retirement plans.

Learn more at https://bit.ly/4bWDdQR and consult your tax advisor for advice on your situation.