"Retirement poses many new issues for our clients. When to take Social Security? Are conversions from a Traditional IRA to a Roth IRA smart for your situation? Which account to take withdrawals from first? What are the gotchas concerning Medicare Parts A-D? Should we get Long Term Care coverage? How much is enough? What should my allocation be to stocks or bonds? How much cash should I hold in my retirement account?
We have provided a full range of advice and answers for these kind of questions - and more - to our clients since 1991.