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Retirement Roadmap
Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protecting your assets from outside forces that can disrupt your retirement.
On this podcast, we share videos about the issues retirees face.
Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.
Retirement Roadmap
Spring Clean Your Retirement Plan: Part I
We explore several strategies for spring cleaning your retirement plan. Retirement planning deserves regular attention and adjustments as your life circumstances and the economic landscape evolve.
• Reviewing retirement accounts regularly to check balances, investment allocations, and risk levels based on your age
• Considering contribution limits and ensuring you're at least capturing employer matches
• Examining your savings rate and finding ways to increase contributions by cutting unnecessary expenses
• Defining your retirement vision including lifestyle expectations to better estimate your financial needs
• Developing a comprehensive Social Security strategy that plans to maximize benefits for your situation
• Paying down high-interest debt before retirement while strategically managing low-interest obligations
• Implementing tax planning strategies like Roth conversions to help to minimize taxation in retirement
• Creating "buckets" of money specifically designed for retirement income rather than growth
• Consulting with a retirement planning professional to coordinate all aspects of your retirement strategy
Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at info@masterplanretire.com or call 770-980-9262.
https://masterplanretire.com/
Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes
Listen to Mark Fricks on Saturdays at 8:30 a.m. EST on AM920 WGKA and 12:00 p.m. on XTRA 106.3FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events
Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into
Visit masterplanretire.com to access our retirement checklists, podcasts, and schedule a complimentary consultation.
Call 770-980-9262 to speak directly with someone about your retirement planning needs.
https://masterplanretire.com/
Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes
Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events
Purchase Mark’s book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime, on Amazon: https://a.co/d/4fx94Al
Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.