As Seen In

As Seen In
As Seen In
As Seen In
As Seen In

Qualifications

Qualifications
Qualifications
Qualifications

I help you create a retirement income plan that ensures you get the most out of your retirement savings without having to worry about running out of money.

Discover the distribution strategy that works best for you. We will incorporate your investments, taxes, Social Security, and lifestyle into a custom-tailored plan.

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Latest Articles

403b calculator for retirement

403b Calculator

This 403b calculator can help you whether you need to know how much you should be contributing to your 403b or if you are nearing retirement and want help figuring out how much you can withdraw from your 403b plan. Either way, this 403b calculator makes it easy to do some simple estimations. If you …

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Pre-retirement checklist

Pre-Retirement Planning Checklist

Preparing for retirement? This simple two-page retirement checklist will help you make sure you don’t miss any of the major things to consider when retiring. How to Use the Retirement Checklist This checklist is meant to provide you with a broad overview of the issues you need to consider before you retire. The intent is …

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Are 403b Contributions Tax Deductible

Are 403b Contributions Tax Deductible?

Generally, 403(b) contributions are tax-deductible up to an annual limit set by the IRS each year. You may be allowed to deduct additional “catch up” amounts depending on your age and how long you have been with your current employer. There are some exceptions to deductibility though, such as in the case of contributions to …

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