• Skip to main content
  • Skip to secondary menu
  • Skip to primary sidebar
  • Skip to footer
  • Home
  • Services
    • Services Overview
    • Financial Planning
    • Retirement Strategies
    • Investment Management
    • How We Work
  • Blog
  • Resources
    • 2018 Tax Rates
    • 2019 Tax Rates
  • About
    • About
    • Fiduciary Oath
    • Location
  • Contact

Retegy

Save Money on Taxes, Invest the Difference, Retire Happy!

  • Home
  • Tax Strategies
  • Investing
  • Financial Planning
  • Retirement

Retirement Strategies

Have you put any thought into your retirement? You worked hard over the years to build a great life for you and your family. As you are getting close to retirement, it is critical to shift your focus to what comes next in your life.

  • When can you retire?
  • Will you be able to maintain your desired lifestyle during retirement?
  • Will your retirement plan provide enough cash flow to support it for the rest of my life?
  • Does your plan consider the effects of inflation on your expenses and your savings?
  • Will your plan require you to make distributions from your market-invested portfolio during a period of the market downturn? Are you worried about the sequence of returns risk?
  • How much of your savings can be lost in taxes? Does your plan consider uncertainty about future tax rates?
  • Are your retirement plan distributions coordinated with your Social Security benefits? Do you know how to maximize your Social Security benefits?
  • Are you considering the cost of future medical expenses and the historically higher inflation rate for them?
  • What is your plan for covering potential Long-Term Care expenses?
  • What is your plan on how you or your spouse will deal with “widow’s penalty” tax?
  • If something happens to you, are your affairs in order or are you planning to leave your spouse and your kids with a huge mess to untangle?

There are hundreds of different strategies and thousands of financial industry products designed to deal with these types of issues. Some claim to be a silver bullet and make your retirement planning a breeze as soon as you invest in them. If only it were that simple.

We specialize in developing retirement strategies that can help you navigate various issues you may be facing in the future. We honor fiduciary principles to act in your best interest designing and implementing your strategy. As fee-only advisors, we do not accept commission payments and have no conflict of interest when recommending different financial products.

Primary Sidebar

Market Update

Market Update

Market Update (March 2022)

  • Email
  • Facebook
  • LinkedIn
  • Twitter

Recent Posts

  • Market Update (March 2022)
  • Market Update (February 2022)
  • Retirement Preparation Mistakes
  • Market Update (January 2022)
  • Market Update (December 2021)
  • Market Update (November 2021)
  • Making Investment Decisions
  • Translating Stock Market Jargon
  • Inflation & the Real Rate of Return
  • End-of-the-Year Money Moves. 2020 Edition

Featured

Retirement Planning Mistakes

Retirement Preparation Mistakes

By Retegy

Making Investment Decisions

Making Investment Decisions

By Retegy

stock market

Translating Stock Market Jargon

By Retegy

More Posts from this Category

Footer

Social

  • Email
  • Facebook
  • LinkedIn
  • Twitter

Legal

Disclosures

Privacy Policy

Our Office

200 Spectrum Center Drive, Suite 300
Irvine, CA 92618
Get directions
(949) 662-3212
info@retegy.com

Navigation

  • Featured
  • Financial Planning
  • Investing
  • Market Update
  • Retirement
  • Tax Strategies

Copyright © 2022 Retegy LLC. All Rights Reserved. Retegy LLC is a Registered Investment Advisor.

Retegy LLC is a registered investment advisor offering advisory services in the State of California, Washington, and other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Retegy LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or under an applicable state exemption.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible under applicable laws, Retegy LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Retegy LLC does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Retegy LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Retegy LLC or a Retegy LLC authorized representative has been advised of the possibility of such damages. In no event shall Retegy LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

 

ADA Compliance Policy: Retegy LLC is committed to keeping our site compliant with the Americans with Disabilities Act. We welcome feedback on how to improve our site to make it accessible to everyone.