Retirement Planning
A paycheck from your savings, Social Security timing and the order you draw from each account
One-time plan $3,200, or ongoing planning from $5,400 a year.
Led by Thea Fennimore
What’s included
A written retirement income plan
Social Security and pension elections compared
Withdrawal order across IRAs, 401(k)s and taxable accounts
Healthcare and Medicare costs before and after 65
Also handled
Retirement date scenarios, early and late
Annuity and pension lump-sum offers reviewed
Spending plan refreshed every January
Selected client plans
Thea gave us a date, a monthly number and a list of what to do each January. We stopped guessing.
Retired teachers in Cary, clients since 2021
