Income Strategy Session:
Our focus is on first protecting and then growing your assets, all while reducing taxes on your wealth along the way.
We want to help provide you with a robust retirement income plan that addresses Social Security, long-term care, RMDs, tax minimization, Medicare, and income you can’t outlive.
It is our goal to provide education, information and strategies to help our clients and their families have the tools they need to achieve a successful retirement.
With a focus on a variety of retirement strategies, our goal is to help minimize losses in down years while producing market-like returns during good years. When you are ready for a retirement income stream, your money will be available and you will maintain control of your assets.
RETIREMENT INCOME PLANNING
A thorough retirement income plan should include Social Security, RMDs, life insurance, pensions, annuities, optional income you can’t outlive, tax minimization, long-term care, and more. We provide these components in a comprehensive, actionable place to serve as a road map for your retirement.
SOCIAL SECURITY OPTIMIZATION PLANNING
Everyone needs a strategy to help optimize Social Security benefits. However, many don’t have one, and there is much to consider. Whether it’s reducing taxes on Social Security, deferring, or recalculating, we can help you put together a Social Security action plan to help you maximize your benefits
REQUIRED MINIMUM DISTRIBUTION PLANNING
What are RMDs, and when are they required? How is the amount of an RMD calculated? How will RMDs affect your overall income plan in retirement, and how can you plan for retirement withdrawals from your nest egg? We can help you with an RMD strategy so that you can safely withdraw them.
TAX PLANNING
When you come in for tax planning, we create a personalized tax map for you. The new tax plan could mean new tax strategies. As important as it is to be investment-diversified, we believe it is equally important to be tax-diversified.
Tax and/or legal advice is not offered by Schaner Financial or their affiliated companies. Please consult with your personal tax professional or legal advisor for further guidance on tax or legal matters.
What would do I do next?
Identify the category that best fits you and contact us to schedule your free strategy planning session. You can also press the "Click to Call" button above to reach us today.
Discover the 5 Steps to Retirement
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Phone: (616) 344-0155 Email: ryan@schanerfinancial.com
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800 MEDICARE to get information on all of your options.