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 How do you imagine your retirement? Will you enjoy the fruits of your labors? Will you finally take the time to pursue your interests and hobbies? Will you travel? Of course your dream is unique, full of happiness and easy living. But you`ve lived long and worked hard enough to know that dreams don`t come true without careful, educated planning.
Penn Estate Planning Advisors, Inc. specializes in retirement planning. In reviewing your specific situation, we analyze your investment plans, retirement plans, pensions, insurance plans and tax forms. We also consider your individual investment risk tolerance. Only then do we make a recommendation suited to your needs.
We`ll help you consider these and other important questions:
Do we need to reposition investment dollars to decrease taxes?
Do we utilize tax-advantaged investments?
Do I use the income from my tax-free bonds?
Is my Social Security being taxed? Can I prevent this?
Am I a candidate for Long Term Care?
When should I take IRA distributions, now or when I am 70 1/2?
Penn Trust Estate Advisors, Inc. can help you plan to assure that your retirement is the best time of your life!
401(K)/Retirement Plans
A company retirement plan is an excellent employee benefit, increasing employee retention and motivation. Our goal is to offer the very best in plan design and services, whether you`re looking for help with existing plans or considering a new one.
Penn Estate Planning Advisors, Inc. recommends these components for a "prudent" plan package: Local plan service support Diversified investment options Participant accounts valued daily Low ongoing expenses Minimized fiduciary exposure Adherence to 404(c) regulations; periodic employee education workshops. You`ll find the plans we offer are attractive in their "personalized" approach, which features distinct specialists in administration, well known fund managers by asset class and superior employee communications.
We also support your plan with comprehensive education and quality service, ensuring the best retirement program available for you and your employees.
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