How To Retire

Retirement Webinar

Learn How You Can Live a Tax-Free Retirement!

Planning is an important step in order to reduce or eliminate taxes in retirement.  This is a challenging level of retirement income review that we do very well.  Work with our fiduciary and our CPA to determine the ideal amount to you could save on taxes each year. ​

Retirement’s not easy but with our help we can get you there.  In this short webinar Montini and Company Tax Advisory Group will help educate you on all the planning tools we use to help people achieve the retirement they have dreamed about.

In the video we focus on your social security benefits and how we can get the most out of them.  We go through our retirement income planning system including how we work together to determine your target monthly income.  The video will also discuss the sustainability of your retirement income and our system of reducing stock market risk in layers.  The first layer would have no stock market risk while the next layer would limit losses to be no greater than 10% in the event of a stock market correction. 

The good news is that you may be better off than you might think.  Most people we initially meet with tell us they do not think they have saved enough for their retirement.  Let our income planning system and spreadsheet be the judge of that.  More often than not, our system will show that you have saved enough and that your supplemental income will be sustainable.  If you’re not there yet, we will work the math backwards and develop a saving goal so you can retire at a certain age!

We hope you enjoy this content, and it helps you as you enter this next phase of your life.  Please reach out to Montini and Company Tax Advisory if you would prefer to work with our licensed fiduciary and financial planner.

Contact us to consult with our Tax and Retirement Professionals for help creating your successful retirement income strategy today!