Retirement Planning

Whether you are accumulating assets for retirement or currently retired, Flagship Private Wealth can help create a strategy designed to provide a comfortable retirement lifestyle.

• Can I afford to retire now? If not, when?

• What should I do with a previous employer’s retirement plan?

• Can I rollover my 401k to an IRA and take money from it?

• Will there be penalties and taxes if I take money from my 401k and IRA?

• How do I generate an income from my investments?

• How long will my investments last if I take withdrawals?

• How do I pay taxes on the money I take from my retirement accounts?

• When should I take my Social Security benefit?

• What survivorship option should I select on my pension?

Products : Rollovers, Traditional IRA’s, Roth IRA’s, SEP and Simple IRA’s, Fixed and Variable Annuities, Inherited IRA’s, 403(B) and 401(k) plans, Roth Conversions, Required Minimum Distributions, Retirement Income Strategies

Whether you are accumulating assets for retirement or currently retired, Flagship Private Wealth can help create a strategy designed to provide a comfortable retirement lifestyle.

• Can I afford to retire now? If not, when?

• What should I do with a previous employer’s retirement plan?

• Can I rollover my 401k to an IRA and take money from it?

• Will there be penalties and taxes if I take money from my 401k and IRA?

• How do I generate an income from my investments?

• How long will my investments last if I take withdrawals?

• How do I pay taxes on the money I take from my retirement accounts?

• When should I take my Social Security benefit?

• What survivorship option should I select on my pension?

Products : Rollovers, Traditional IRA’s, Roth IRA’s, SEP and Simple IRA’s, Fixed and Variable Annuities, Inherited IRA’s, 403(B) and 401(k) plans, Roth Conversions, Required Minimum Distributions, Retirement Income Strategies.