Individual

Individual Retirement Planning

Indiv Retirement Planning IndividualIndividual retirement planning is defined as the process of establishing a retirement income goal and gathering information about your potential sources of retirement. Retirement planning involves setting aside enough money during one’s working years to provide income during retirement.

Early retirement is an advantage for you. Do your retirement planning early.  Retirement planning gives you confidence and knowledge to assist with this transition of your life. As retirement planners, The Stevenson Group offers concepts in a clear manner with relationship between income, expenses, and inflation concerns. We offer retirement planning in Texas that factors in specific retirement goals to aid you in living the lifestyle you have become accustomed.

Retirement Planning is a simple concept, but a complicated activity once investment choices, governments and taxes are taken into account. With all the issues facing Social Security, seniors will have to rely more on personal savings when it’s time to retire. There are a number of options to help everyone get prepared, but without a plan of action, many people find themselves in trouble when it’s time to retire. Below are some of the most powerful retirement strategies.

  • Annuities
  • IRA’s
  • Roth IRA’s
  • 401K’s
  • Savings and CDs
  • Long Term Care