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Retirement planning is the process of identifying one’s income needs during retirement, and the decisions necessary to achieve that goal. Typically there are three main sources of retirement income:

  • Social Security
  • Employer qualified retirement plan benefits
  • Personal savings and investments

Retirement planning consists of organizing those three resources to assure a financially rewarding retirement.

The retirement planning process offered by Guided Benefits focuses on employer-sponsored retirement plans. This includes an examination of:

  • Qualified retirement plans in all their manifold varieties—defined benefit plans, defined contribution plans of the money purchase pension and profit sharing types, target benefit plans, Keogh plans for the self-employed, and section 401(k) plans
  • Simplified employee pension plans (SEPs)
  • SIMPLE retirement plans
  • Individual retirement accounts or annuities (IRAs) including Roth IRAs
  • Section 403(b) plans, also called tax-sheltered annuities or TSAs
  • Rollovers, direct rollovers, and direct plan-to-plan transfers
  • Section 457 deferred compensation plans for certain employees in the government and not-for-profit sectors of the economy
  • Pension income supplemental life insurance