At NexJenn, we stand ready to help pre-retirees and retirees with personalized retirement planning.
Retirement plan engagements are designed to be completed within six months to ensure efficiency and focused progress.
Meetings are conducted virtually via Zoom to provide maximum flexibility. While this approach may not be ideal for everyone, it enables us to maintain lower fees while providing personalized service.
Taxation is woven throughout all stages of retirement. As a CPA, we’ll look at strategic tax planning strategies including Roth Conversions, Social Security Optimization and RMD claiming strategies.
Retirement planning fee will be waived if assets under our management exceed $1,500,000
Effective cash flow planning ensures that retirees have sufficient funds to cover their living expenses throughout retirement, balancing income sources and spending needs.
Strategies:
Social Security benefits are a significant source of income for many retirees, so optimizing these benefits is crucial for maximizing retirement income.
Strategies:
Health care costs can be a significant and unpredictable part of retirement expenses. Proper planning helps ensure that these costs do not deplete retirement savings prematurely and explores housing options including aging in place.
Components:
Each plan will explore options for financing long-term care including:
Together we will help you:
Because life is continually changing, a good plan is never truly finished. Most clients continue to use our services for regular review meetings and to address questions or changes in their circumstances.
With this engagement, you will receive;
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