Retirement Planning

The sooner you begin to plan for retirement, the more financially prepared you are likely find yourself. Lanter, Leonardo & Levy can help you to develop a plan that secures a comfortable retirement. To help you select the best fit for your individual circumstances, we explain the advantages and disadvantages of the various tax deferred retirement plans that are available to you. And when retirement comes, we will assist you in making the correct decisions regarding distributions of your pension plan, IRA, business retirement plan, or 401(k) funds, taking into account the complex impact on income taxes that result from these distributions.

Issues we will examine together:

  • What will be your likely expenses during retirement? We will create a plan to eliminate any shortfall between income and expenditures?
  • What level of savings is required for you to retire at a specific age and achieve your desired lifestyle? We will design a savings program that will meet your needs?
  • What strategies will preserve and maximize your account balances and distribution amounts? We will explore with you the many options available and help you come to the decision that is right for you?
  • What unforeseen scenarios might undermine your retirement plans? We will develop a back-up plan that responds to unpredictable events?

Our role is as trusted advisers. We do not sell investments!

 The best strategies for business and personal growth and success are specific to your business and personal situation. Your plan must be tailored to fit your unique circumstances. Contact Lanter, Leonardo & Levy for a no obligation consultation on building and preserving the company and wealth you have worked so hard to achieve.

Call Alex Leonardo or Rick Captain today at 561-998-7770

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