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Retirement Planning and IRA Distribution Analysis

Resource Financial Group helps you plan a secure and comfortable retirement with the following offerings:

  • Ongoing customized strategy to determine which of your investments to access to fund your income needs and maintain your desired standard of living.
  • Review of your retirement plan beneficiary designations to ensure your funds are inherited by your intended beneficiaries.
  • Guidance establishing inherited IRAs to continue the tax deferral of your IRA by your beneficiaries after your lifetime.
  • Analysis of your Social Security options and recommendation of strategies to receive benefits.