YOUR RETIREMENT WINDOW
How can you get the first ten years right?
The next ten years will be crucial for retirees who can afford the dream of retirement. However, many feel overwhelmed by all the decisions the need to make in order to live a happy retirement. That's why we help you gather the critical facts by asking the right questions, checking off the right boxes, and using a strategic planning process to help you make resilient financial decisions.
WHAT LIES AHEAD
SOCAIL SECURITY TRUST FUND GOES BANKRUPT
It is predicted that with the number of boomers retiring, we could see the trust fund going bankrupt as early as 2034. Benefit recipients could see a 25% reduction in benefits. Should you take your benefits now?
THE BIGGEST TAX BREAK IN OUR LIFETIME EXPIRES IN 2025
Did your advisor call and talk to you about the biggest tax break, called the tax cuts and jobs act when it went into action in January 2018? We build tax-efficient retirement income plans that will help you keep more of your hard-earned retirement dollars in your pocket rather than it going to the federal government.
CAN YOUR RETIREMENT PLAN WITH STAND ANOTHER RECESSION?
Inflation and Sequence of Returns Risk are not factored into most retirement income plans, leaving you susceptible to the risk of the next Recession. We help you put together a portfolio that can protect and grow your money for the long haul.
RESILIENT AND RELIANT
At Paradigm Legacy Planners we use a four-step process to help you take advantage of our 20 years combined experience in building the most resilient retirement plan possible.
RETIREMENT INCOME PLANNING
You wouldn't start a business without a business plan, right? Then you definitely need a written retirement income plan to know exactly how much money is coming to your checking account each year after you celebrate your last working day. We help you maximize your social security income, plan for RMD's, and asset allocation dedicated to lifetime income.
PRECISION FOCUSED STRATEGY
Your mindset in retirement shifts, no longer will you want to manage your money and keep up with the latest trends. Our money managers use proven and stress-tested strategies to preserve your legacy and make it last.
Your income in retirement is only as good as your tax strategy. A good tax strategy is looking forward, 10 and 20 years into the future. We help you pay fewer taxes for the long term so you don't hit a surprise tax bill from the IRS. We don't like surprises. Unless it's free money.