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Retirement Planning "Information about money is more valuable than money." Walter Wriston, Former CEO Citibank Bridge to Your Financial Future Golden Gate Advisors, Inc. helps you plan your retirement in several ways. It is estimated that approximately half of all US workers will retire by 60 years old, yet the average worker doesn't start saving for retirement until they are in their late thirties and even then the average savings rate is less than five percent of gross income. The average retiree can expect to be retired for a period of 20-25 years. Retirement life expectancy is expanding while work life expectancy is contracting. We help by calculating how much you should be saving for retirement each year by working with you to determine the following: 1. Capital needs projection at retirement. 2. A Plan for investment and saving before retirement so that retirement goals are met. 3. Qualified Plans (Defined Benefit and Defined Contribution) and Non-Qualified Plans available to the client are analyzed and recommendations given to improve performance. 4. Combine retirement planning with tax planning for maximum utilization of the tax deferred IRS code provisions.
© Golden Gate Advisors, Inc. 2012 |
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