Retirees

If you are five years from retirement or retired, your strategy will have to change from an accumulation stage to a distribution stage. Has the financial advisor you are working with changed your strategy? 

Can you answer "yes" to any of these questions?

Do you have a plan for efficient withdrawals from the right accounts?
Are you structured to protect against market volatility?
Are you structured to reduce your income tax exposure on Required Minimum Distributions?
Do you have your beneficiaries structured correctly under Trump Tax Reform?
Do you know what the maximum income is that you can spend without running out of money?
Do you have an asset protection plan against health and long term care catastrophes? 

It is not knowing everything about investments, taxes, insurance, trusts and distributions strategies.  It is about having a clear vision of what you want, then finding the people to help you achieve it!

H&H Retirement Design and Management, Inc. is a SEC Registered Investment Advisor.  For more information on our firm, please visit SEC.GOV for a full Form ADV II and the form CRS.  Any discussion, text, video or communication on this site should not be considered a recommendation, projection, or assumption of any returns, risks, or future projections of any type of investment, process or plan. Any recommendation can only be made by one of our licensed advisors after consideration of acceptance as a client. No initial communications, without formal engagement should be considered a recommendation or suggestion.  H&H Tax and Business Advisors, LLC. is a separate, Non-SEC Registered Advisor but is a commonly owned company practicing in tax and business advisory services.  Please visit HHTBA.Com for specific services related to H&H Tax and Business Advisors, LLC.  Please visit our privacy policy and terms of service for this website. 

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This site is published for residents of the United States only. Investment Advisor Representatives of H&H Retirement Design and Management Inc may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed.