Retirement Solutions
We work with you to understand your life goals and develop a personalized and comprehensive retirement wealth strategy:
401(k) rollovers
Traditional IRA, Inherited IRA and Roth IRA plans
Existing 401(k) account advice
Individual 401(k) or SEP IRA for small business owners
Common Questions
Do I qualify for any Catch-up provisions?
Am I eligible and how can I optimize charitable contributions from my IRA?
Does the new SECURE Act affect me?
How do I manage RMD’s?
How do I minimize cost and maximize savings?
Am I invested for growth, income or dividends?
SSCA Can Help:
Prepare and implement concrete steps
Recommend appropriate investments and provide ongoing advice
Understand options and any advantages to rolling from a 401(k) to an IRA
Analyze for cost savings
Understand, quantify and aim to optimize retirement income
Manage RMD solutions
We can prepare a 360 financial analysis of all your investments and help you create a sound strategy to incorporate your retirement accounts into your overall, comprehensive plan.