Career and retirement transitions

You may experience many transitions during your lifetime before deciding on a final stage we call retirement. Each time you change jobs or careers, a set of challenges present themselves in the form of decisions about income, benefits, insurances, and more. Call us to help you through the myriad of details and concerns that these transitions are bound to present you.

Decisions you might be making are:

  • Your personal definition of retirement
  • The right time to switch careers or start retirement
  • How to maximize company pension, 401(K), stock options, or other benefits
  • Am I eligible for an IRA rollover, Roth IRA conversion, or other tax-advantaged strategies?