Age 67 & 59
Working together with Tom and Dianne’s CPA, the retirement planning process involved:
Being able to see and understand all their options removed a lot of worries. They were able to move forward with their future, confident in knowing that they would be well looked after.
The solutions adopted by Tom and Dianne helped them in many ways:
*These client scenarios are meant for illustrative and informational purposes only, and they are not examples of actual client results. Individual results can vary. These hypothetical situations are designed to provide educational and/or general information and is not intended as specific investment, tax or legal advice. You should always consult a professional regarding your specific situation. Actual future investment returns, taxes and inflation are unknown. Past performance is no guarantee of future results.