Retirement Plans

Retirement

Have you started thinking about retirement? For many people, retirement can seem like a lifetime away and retirement planning is not always a priority for everyone. Planning for retirement early on will allow you to better plan your financial future and achieve the retirement of your dreams. It is never too late – let us help you put together a financial plan for your retirement.

Helping You Shape Your Financial Future

What do you want out of your retirement? You have worked hard and deserve to be able to retire the way you want to. To do so, you’ll need to be able to navigate through the financial world and tax laws. We are here to help you do that.

At Massie & Associates, we approach your retirement by looking at your full financial picture and use investment tools and strategies that can enable you to pursue your retirement goals, while simultaneously protecting your assets and minimizing your tax obligation. Because Charles Massie is both a CPA and CFP® with over 20 years of experience, we can put together a comprehensive financial plan that takes into account the ever-changing tax laws and how the affect your overall financial portfolio both now and in the future.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

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Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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Retirement Plans