Saving for Retirement
How much should I save? What rate of return do I need to meet my retirement goals? Should I rollover my employer-sponsored retirement plans? How do I save for retirement when I have college educations and other goals to save for?
Saving for retirement and building your wealth can be much easier with a trusted guide. With experience, knowledge, a disciplined wealth planning process and a local personalized approach, our team at Agnew Wealth Management helps you balance and achieve your multiple retirement and wealth planning goals.
As part of our Family Wealth Plan process, we provide personalized advice and guidance throughout your journey and work alongside you:
Projecting how much you will need and how much to save for retirement
Consolidating your assets with 401(k) and IRA Rollovers
Helping you choose the best vehicles for saving
Allocating your assets in your employer sponsored retirement savings plan
Identifying strategies to help boost your retirement savings
Balancing your retirement goals with other savings goals
Identifying tax efficient and tax advantaged investing strategies
Monitoring your wealth and retirement savings plan so you know where you are on the path to meeting your goals
Transitioning your asset allocation as you approach retirement
Setting up your estate, charitable giving and wealth transition strategies
Please keep in mind that rolling over assets to an IRA is just one of multiple options for your retirement plan. Each option has different advantages, disadvantages, investment options, and fees & expenses which should be understood and carefully considered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with employer-sponsored retirement plans. We recommend you consult with your current plan administrator before making any decisions regarding your retirement assets. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Wells Fargo Advisors is not a legal or tax advisor