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Capital Strategies, Inc. Services
Retirement Plan Analysis

Services
Fee-Based
Financial Planning
Estate Liquidity
& Survivor Income
Analysis
Business Succession
Planning
Retirement Plan
Analysis
Education Planning,
529 Plans and
Other Vehicles
Employee Benefit
Plan Analysis
& Design
Contract & Severance
Review & Planning
Plan Updates

Retirement tends to be the part of life that most people look toward after their working days are through. However, the face of retirement is changing. People are living longer and enjoying healthier and more active retirement years. This can make planning for a financially secure retirement more challenging. It will take greater resources to provide for this extended period of time.

This portion of your financial plan evaluates your sources of income after you retire. We can provide projections assuming retirement at different dates or ages. Obviously, the longer you work and the longer your funds can accumulate, the more income will be available.

The Retirement Analysis will include consideration of the timing and tax efficiency of distributions from your retirement assets. It will also assist you in understanding the alternatives available to you and the ramifications of elections to be made relative to your employee benefits and qualified plans.

We will develop customized displays reflecting your sources of income upon retirement, estimate income taxes on that amount, and compare the result to your after-tax retirement income goal, the amount you need to meet your expenses. To be realistic, your expenses will be inflated to reflect the effects of inflation on your purchasing power.

This report will include an analysis of the capital you need to invest and the rate of return you need to achieve to be able to attain your desired retirement income.

Please contact us to discuss your needs today.






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Capital Strategies, a Registered Investment Advisor

2 Barnard Lane
Bloomfield, CT 06002
Toll Free: 866-303-6797
Phone: 860-242-6797
Fax: 860-243-9650
email:


Securities & Asset Management Services offered through LPL Financial · FINRA/SIPC
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