Retirement planning involves more than simply contributing to your retirement account. The ultimate goal when preparing for retirement is to develop a retirement planning strategy that will ensure your retirement assets last a lifetime.
Factors to Consider When Preparing for Retirement
When preparing for retirement, many factors need to be considered such as:
- What is my optimal retirement age?
- What are my 401(k) rollover options when I retire?
- How do I develop a reliable income stream?
- When should I begin taking Social Security?
- What are my health insurance options?
- How will I fund long-term care, if needed?
Landmark Bank’s retirement planning professionals can assist you in determining your retirement income needs and creating a tax-efficient retirement planning strategy for monetizing assets over your retirement years. After evaluating taxation concerns, estate issues and risks to your retirement income plan, we can customize an appropriate income portfolio that will be managed throughout your retirement years.
Types of Retirement Plans Offered by Landmark Bank
There are several options to consider when preparing for retirement. The investment professionals at Landmark Bank can help you decide which of these retirement plans are right for you, so you can enjoy your golden years stress-free. After all, you worked hard to reach retirement age and gain financial independence.
Our suite of retirement planning accounts include:
- Traditional IRAs
- Roth IRAs
- Rollover IRAs
- SEP IRAs
- Solo 401(k) and Solo Roth 401(k) for the self-employed individual
Retirement Plans for Business
Employers competing for the best employees can offer retirement plans as a recruiting incentive and a tool for building long-term employee loyalty. To learn what the best retirement plans might be for your business, click here.
Begin Your Road To Retirement With Landmark Bank
After all these years, you deserve to enjoy your retirement. Landmark Bank’s investment professionals are experienced in retirement plans and can find the path to retirement planning right for your situation. Contact us today, or stop by a branch in Missouri, Oklahoma or Texas today and experience why Landmark Bank is here for you.