PERSONAL FINANCIAL PLANNING SOLUTIONS
Retirement Planning
Early planning for retirement is critical. Starting the saving process early allows your funds to accumulate over many years to allow you to live comfortably when you no longer have a salary.
Occams retirement planning services include:
- Individual Retirement Accounts – Traditional and Roth
- Review of 401(k) allocations
- IRAs Rollovers
- Stretch IRAs
- Small Business Retirement Plans – SEP IRA, SIMPLE IRA, Individual 401(k)
- Substantially Equal Periodic Payments
- Qualified Plans – Profit Sharing, Money Purchase, 401(k) and Defined Benefit Plans
- Non-Qualified Deferred Compensation Plans
