Retirement Planning

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Nourish Wealth Management can work with you to develop personalized retirement income planning that aligns with your goals, values, and lifestyle.

We believe that with a solid and strategic retirement plan in place, you’ll be in the best position to make the most of your next phase in life. To help you reach your retirement goals, your financial advisor may:

  • Calculate the projected amount of savings needed to achieve financial confidence in retirement
  • Choose the most appropriate financial products for your particular tax situation
  • Assess any existing employer-sponsored retirement plans and discuss the merits of pre-tax and post-tax savings
  • Help you choose an appropriate pension option
  • Make recommendations for utilizing life insurance policies, if appropriate
  • Help you understand and choose a social security strategy that makes the most sense for your future expectations
  • Calculate and audit the required minimum year-end distributions from your IRAs, along with a suggestion for tax withholding to be verified by your tax advisor
  • Establish a retirement investment plan that supports your projected income needs

Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Past performance does not guarantee future results. RMD’s are generally subject to federal income tax and may be subject to state taxes. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision.