Retirement

 

Retirement planning is an ongoing process that started when you took your first job and continues far beyond your working years.  Retirement planning encompasses many areas, from deciding how much money needs to be saved, to deciding if and when to retire.  There are many questions that need to be answered before, during, and after retirement.

Associates of Koler Financial Group work with individuals to help answer their retirement questions, specifically in the areas of:

Lump Sum Distributions
Rollovers
IRAs
401 (k) Consulting
Required Minimum Distribution Calculations
72 (t) Calculations