As people approach their 60s, they begin having serious questions about retirement, like: Can I retire now? When should I file for Social Security? How can I make sure I won’t run out of money? Additional financial complications can also factor in for some, such as the reduced new SALT tax deduction raising income taxes for homeowners, or the Windfall Elimination Provision’s reduction of your Social Security benefit if you worked for the government or overseas during your career.
Knowledge is critical. After having spent decades helping Fortune 500 company employees manage and understand their complex retirement benefits and choices, including pensions, 401(k)s, 403(b)s, IRAs, stock options and more, Freedom America Wealth Management was founded to bring retirement know-how directly to couples and individuals in Southern New England. We can help you address the many risks you face in retirement when it comes to longevity, taxation and your investments.
Schedule a no-fee, no-obligation appointment to learn more about how and when you may be able to retire securely!
Get to know us! We can meet in person at one of our two offices in New England, or we can meet virtually. If you would like a more in-depth, personalized consultation, have your financial documents with you.