Investedge Planning

investedge planning serves mid-life professionals who have retirement top of mind and for those who are semi-retired or are retired, offering tax-efficient strategies for investing and retirement, including ongoing portfolio management. * how confident are you in maintaining the lifestyle that you love when you retire? * when do you plan to file for social security benefits? * how will you manage your retirement income distributions and taxation? * which account will you withdraw from first, with tax efficiency in mind? * have you optimized all your resources to plan for long-term care? * how will you manage post-retirement risks such as longevity, inflation, and market downturns or volatility? * what is your strategy to minimize taxes annually, in retirement, or when it comes time to transfer your wealth? * do you manage taxable accounts or trusts and need help with efficiently managing capital gains that increase your taxable income? let's get to work on your custom-tailored