Retirement Planning

Your goal is a financially secure and comfortable retirement. Our goal is to not only get you there but prepare you for the most important phase of your life, when you can really make a difference in the lives of others and live a life of purpose. 

Retirement planning is an important task of determining how you want to live once you retire. It involves the consideration of several factors, including at what age you hope to retire, how much money you will need to cover living expenses in addition to the things you plan to do once you've retired, and what sources will your income come from. Generally speaking, retirement planning is planning your finances for the period of life after you stop working.  Simply put, you plan on:

  • Accumulating sufficient assets while you are working, and
  • Generating income during retirement

As each person has a unique vision for their Ideal Life, each person's situation is unique; therefore, at Buckeye Wealth Management, we view retirement planning as a process that is unique to each person or family. Saving money for retirement is different for each person as well are the income sources during retirement.

Most people today have a 401(k), 403(b), Deferred Compensation, SEP IRA, SIMPLE IRA or other employer-sponsored retirement savings plan.  Some still have traditional pension plans available, while everyone has IRA and Roth IRA options.  We will help you navigate and evaluate the most effective retirement savings vehicles for your specific circumstances and help answer the questions like:Retirement planning

  • How much do I need to save for retirement
  • When can I retire
  • Traditional or Roth
  • Should I convert my traditional IRA to a Roth IRA
  • Should I max out my employer plan

We find that most people plan to retire but don’t plan for the years in retirement.  What will that look like for you? What life do you want to live, your Ideal Life?  What contribution in the lives of others do you want to make?   At Buckeye Wealth Management we will help you determine and plan for your Ideal Life, the life you want to live.  Plan for and tax-manage your income sources so you will have an income that you cannot outlive, freeing you to enjoy a worry-free Ideal Retirement.

Now is the time to contact Buckeye Wealth so we can help you make your vision  for your financial future come true.