Social Security retirement trust fund is projected to be unable to pay full benefits after 2033, according to Schwab. Without changes, SS benefit cuts of around 23% could occur staring 2033, according to Barron's. SS benefit is a major income source for retiree in US. Medicare Hospital Insurance trust fund is projected to be unable to pay full benefits after 2026. We wish Congress addresses these issues soon.
Common issues for retirement:
1, Can I continue my lifestyle and still retire in comfort?
2. Will I outlive my money?
3. How can I make sure I am making the right decisions?
How you approach these issues and how comfortable ?
Our advisor can assist you
- Provide sound Wealth Plan
- Balanced Investment Investment Strategy and creating more life-stream income
- Sounding board with experience and integrity
Specially busy Business Owners, it is important to have
- tax saving & retirement plan together
- business exit plan for maximizing value and tax saving
- estate plan for benefit for family
Our advisor with heavy tax experience can assist these issues.
In Tools section of our website, we provide simple retirement calculation tools.