Preparing for Retirement

At Nisivoccia Wealth Advisors, we put the client in the driver’s seat when helping them plan for their retirement. Based on their goals, we help them understand how to manage their savings so that they get the most value out of the dollars they spend, while minimizing their tax liability during retirement.

Because we work side-by-side within accounting firms, we meet regularly with our tax professionals to stay abreast of the latest tax laws so we can offer our clients tax optimized solutions. We will help guide you to the right retirement plan to make sure your income is sustained during the time when you reward yourself for years of hard work.

When we talk to clients about money and retirement, we ask these questions:

• How much do you want to spend?

• What are the different tax rates presented to you?

• What accounts do you plan to take money from so that you won’t be pushed into a higher tax
bracket?

• How do you have your money invested?

• Where is your income coming from?

• Do you have a safe place to pull money from in case of an emergency?

Our services for those looking to start retirement planning include: (have links to each service page)

Investment Planning

Asset Protection

Insurance Planning

Special Situations

Tax Planning

Retirement Planning

Estate Planning