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Retirement Benefits & Choices LLC:  Services

1

Accumulation

Alot of clients come to us to help grow their assets so that they are prepared for retirement. We also help try to plan for unexpected expenses due to a little thing called LIFE. We can't guarantee that the transmission won't break down or the hot water heater won't stop, but we can earmark money for those unexpected costs. We do that by growing assets in different diversified vehicles that aren't exposed to market fluctuation.

2

Income

Do you have a pension? If not, would you like to create your own personalized pension? We have great solutions that can help you create your own pension. We also have solutions that can help fill the gap between your social security and what you are currently making when you decide to retire. The best part is you don't have to risk your assets to create your guaranteed lifetime income stream.

3

Legacy

What is the plan for your assets when you pass away? Do you want to leave it to your children, grandchildren, or a charity? Are you concerned about not leaving enough behind to cover those final expenses or to help cover the estate? We can help with solutions to help with these concerns. Most of the clients we speak with have some sort of plan to pass along a legacy and we have many different options for you to choose from. 

4

College Planning

Do you have dependents that are looking to go to school and you want to discuss options for helping fund all or some of it? We have a great solution that clients utilize to help pay for those out of pocket expenses while not having to worry about losing money due to market fluctuation. You are also able to use the vehicle as a retirement account for the dependents as well once they reach that desired age. It can help accomplish a number of different situations. 

5

Rollovers/Transfers/1035 Exchanges

  • 401K Rollovers

  • TSP Rollovers

  • IRA transfers

  • Inherited IRA

  • 1035 Exchanges

  • NQ Stretch

  • Roth Conversions

  • Roth Transfers

  • TSA/403b Rollovers

  • 501c3/Nonprofit/Church

  • 457 transfers

  • Pension Plan Rollover

  • SEP transfer

6

Advanced Planning & Policy Reviews

  • TSP/Pension Review

  • Life Insurance Planning

  • Guaranteed Lifetime Income 

  • Wealth Preservation

  • Retirement Planning

  • Business Planning

  • Legacy/Estate Planning​

  • Tax Free Retirement Planning

  • Insurance Planning

  • Defined Benefits Plan

  • Current Plan Review

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