Retiring with full financial independence is often the biggest goal our clients share, and one you should plan for as carefully as possible. It requires a comprehensive yet flexible strategy — one that brings all facets of your personal and financial needs together to create peace of mind and the ability to retire with the lifestyle you’ve envisioned. The depth of our advice and service allows us to deliver value well beyond your first day of retirement.
What you may be thinking:
- What can I do to help increase the chances that I won’t outlive my money?
- How can I maintain my lifestyle in retirement?
- How do I avoid getting locked into a high tax bracket for the rest of my life?
- How can I maximize the wealth I share with future generations and the causes I support?
- Do I have the most tax-efficient retirement plan in place?
At Buckingham, we feel it’s important to fully explore your retirement goals and have in-depth discussions about the lifestyle you wish to maintain. Based on that, we develop a plan based on evidence and experience to put you in the best position to make those ambitions a reality. Our work doesn’t stop there as we continue to address your ever-evolving needs. We closely monitor changes in external factors as well, such as market performance, inflation and taxes. Ultimately, we strive to keep you on track and work toward the retirement you desire in all phases of life — from your accumulation of wealth, to your transition into retirement, distribution and even the legacy you provide.
How Buckingham Helps
Our Retirement Planning Conversations
- Goals-Based Retirement Planning
- Social Security Analysis and Planning
- Net Unrealized Appreciation Analysis and Planning
- Pension Election Analysis
- Transitioning to Assisted Living and Beyond
- Reverse Mortgage Planning
Retirement Planning correlates with these other wealth management conversations.
Maximize the assets you’ve worked so hard to attain with data-driven investing strategies.
Shape your financial picture with smarter, more tax-efficient strategies.
Health & Insurance Planning
Protect your family and your wealth while ensuring your assets can support long-term well-being.
See our latest thoughts and insights on Retirement Planning.
September 06, 2019
Countdown to Retirement
Nearing retirement? It's time to take another look at refining the particulars of your plan. Wealth Advisor Sue Stevens explores some areas that can help guide you toward a better estimate of your accumulation needs.Read the article
August 04, 2020
Relief for Retirement Account Owners
The U.S. Treasury Department and IRS have issued guidance to clarify and, in some cases, expand provisions of the CARES Act dealing with retirement accounts, their owners, and their beneficiaries. Need to know more about what the new rules mean for your 2020 RMD, IRA rollover, or a Coronavirus-Related Distribution? Our answers to some frequently asked questions can help.Read the article
February 07, 2019
Retirement Tips for a Long Lifetime
Larry Swedroe and Katie Keary say longevity is a key challenge facing women in retirement and offer tips to help even the scales.Read the article