Bil Sadler
Wes Sadler
"Helping people facing important or complex retirement decisions"
Are you facing important or complex retirement decisions?
Our typical client is nearing retirement. They may need help with the following:
- Developing a plan
- Selection and management of retirement investments
- IRA's
- Rollover of 401(k) or other company retirement plan
- Retiring early and avoiding penalties for early withdrawals
- Understanding retirement distribution options
- Understanding the tax laws for retirement distributions
- Selection of pension options
- Selling a business
Some of our clients have already retired when we begin working together. Their typical concerns are about preserving what they've spent a lifetime accumulating and about generating retirement income.
We chose to focus on people who are facing important or complex retirement decisions because of the income tax and estate tax issues that are unique to this group of retirement investors.
A complete retirement service requires more than just investment help - it also requires an understanding of how taxes affect investments. Investments and taxes are integrated, because every investment decision has a tax consequence of some magnitude. And this magnitude is typically the greatest at retirement.