Retirement Income Planning in Potomac Falls, VA
Know Where Your Money is Coming From
Retirement is meant to be a time of enjoyment, accomplishment, and celebration. You’ve worked hard for years and now it’s time to live life on your own schedule. All your dreams and goals will still come with a price tag, but with our help, you can craft a plan that meets your goals and needs while being mindful of the nest egg you’ve nurtured throughout the years.
Investment Planning in Potomac Falls, VA
Let Your Money Work for You
The idea of an investment is straightforward: You put a little bit into something now and hope to take more out of that same vehicle later. But smart and informed investment planning in Potomac Falls, VA takes careful consideration. We provide the tools you need to build a solid investment strategy.
Social Security Optimization in Potomac Falls, VA
Navigate Multiple Payment Strategies
Everyone needs a strategy to maximize Social Security benefits, including those in Potomac Falls, VA. Many don’t have one, and there is much to consider. Whether it’s reducing taxes on Social Security benefits, suspending, deferring, or recalculating, Abich Financial can help you put together a Social Security action plan to help you optimize your benefits.
Required Minimum Distribution in Potomac Falls, VA
Keep an Eye on Your Retirement Accounts
What are RMDs and when are they required? How is the amount of an RMD calculated? How will RMDs affect your overall income plan in retirement, and how can you plan for retirement withdrawals from your nest egg? We can help you with an RMD strategy in Potomac Falls, VA so you can safely withdraw them and use the funds however you wish.
Tax Planning in Potomac Falls, VA
A Little Planning Can Save You Stress
When you visit our location near Potomac Falls, VA and learn about our tax planning services, we create a personalized tax map for you. The new tax plan could mean new tax strategies. From helping to minimize current tax burdens to structuring a timeframe for future tax obligations, we can give you a clear picture of what to expect and help prevent unwelcome surprises down the road.
Annuity Planning in Potomac Falls, VA
Keep Your Retirement Income on Track
Annuities can be much more than a structured income plan. They can combine with other strategies to help you get the most out of your retirement journey. Utilizing annuities of any sort will help you develop a structured and reliable stream of income, regardless of whether or not you remain in the workforce.
401(k) Planning in Potomac Falls, VA
Utilize a Powerful Retirement Tool
When approaching or entering retirement, it’s possible you’ll need to consider accumulated savings made into one or more 401(k) accounts from previous employers. Once you’ve reached age 59 1/2, you can begin making withdrawals from these accounts without fear of a penalty. However, there are alternative methods to handling 401(k) funds that can be utilized to continue earning interest off invested funds while considering tax situations that may change as you progress into retirement.