Retirement Goals / Asset Distribution Strategies
We have dedicated countless hours towards developing strategies for retirement planning. While our output is financial, the inputs take into account individual dreams our clients may wish to pursue in their golden years—be it teaching high school science courses or traveling the world.
From a technical standpoint, we spend an inordinate amount of time helping clients grasp the importance of distribution planning. Our clients have typically spent twenty or more years accumulating assets, and great care must be taken when devising the optimal distribution methodology. When, for example, should non-qualified stock options be exercised--and how should that income be layered on other income such as deferred compensation, qualified retirement plans, defined benefit pensions and your taxable portfolio? The bottom line is that by planning wisely now, our clients are better prepared to retire on their schedule and in their own style.
4 Campus Drive | Parsippany, NJ 07054 | Telephone: 973.285.3600 Ext. 359
