Learn how Coach4Retirees, Inc. can work for you.

How to get started with Coach4Retirees, Inc.

Are you building your retirement nest egg?

Budgeting, Growing Your Wealth, Retirement Planning and Saving

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    • I'm paying too much in taxes? What can I do?
    • Are you on track for retirement?
    • Will you be able to retire on time?
    • What is the best way to build our family budget?
    • Are you spending too much?
    • How much should we be saving for retirement?
    • Do both of us need to keep working? How can we live on one income?
    • Is it a good idea to look at doing an in-service distribution?
    • Do you need a retirement plan and which type is best?
    • Is my asset allocation set up correctly?
    • How do I stress test my investments?
    Continue

Are you transitioning to retirement?

Retirement Planning, Life Insurance, Social Security, and Income Planning

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    • What do I do with my 401k, 403b, pension, and old 401k's.
    • How do I stress test my investments? Do I need to know my risk level?
    • What is the best way to recreate a paycheck in retirement?
    • Is it smart to pick up some additional life insurance?
    • What is the smartest age to begin taking social security?
    • Is there any way I can calculate if my money will last my lifetime?
    • How do I minimize taxes on my current income?
    • Should I have a budget geared toward retirement?
    • Should I convert some of my rollover to a Roth IRA?
    • Should I buy long term care now?
    • Do I need help with my Medicare choices?
    Continue

Striving to make your retirement nest egg last?

Medicaid Planning, Estate Planning, Tax Planning, and Wealth Transfer

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    • How do I stress test my investments?
    • Do I need to prefund my funeral expenses? And what is the preferred way to do it?
    • How can I earn more interest safely?
    • How can I protect my assets from long term care?
    • When should I get my estate planning in order? Should I have a will or a trust?
    • When do I take my RMD? And what can I do if I don't need my RMD?
    • I'm paying too much in taxes? What can I do?
    • Should I consider a reverse mortgage?
    • Is there any way I can calculate if my money will last my lifetime?
    • Should I consider Medicaid planning to preserve our assets?
    • How do I transfer my assets to my children?
    Continue

Striving to make your retirement nest egg last?

Medicaid Planning, Estate Planning, Tax Planning, and Wealth Transfer