You can choose to “shelter” your investment and retirement assets under one of three possible “umbrellas” - Taxable (non-qualified), tax-deferred (Traditional IRA’s and 401(k)’s), or tax-free (Roths & certain life insurance).

You can choose to “shelter” your investment and retirement assets under one of three possible “umbrellas” - Taxable (non-qualified), tax-deferred (Traditional IRA’s and 401(k)’s), or tax-free (Roths &amp; certain life insurance).

Ep 30 A Course To Retirement - Taxes Continue

Cornerstone Retirement Partners has operated as an independent financial advisory and Medicare firm for over 20 years. On our staff, we have professional financial advisors and Medicare specialists who cross train in a variety of retirement planning specialties. We assist working people with the process of retiring - helping them sign up for Medicare, Social Security, creating income plans from the wealth they have accumulated. We also coordinate with elder law attorneys to help retirees transition their wealth to their spouse or children while qualifying for Medicaid. We recognize that as investment fiduciaries, we are required to act in the best interest of our clients. That's why we take care of all aspects of retirement - not just your 401k.

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Ep 30 A Course To Retirement - Taxes Continue

Ep 30 A Course To Retirement - Taxes Continue