Whether you’re in the early stages of retirement planning or nearing your golden years, REAP Financial is here to guide you to and through your retirement years. Retirement planning is one of the most crucial decisions you will ever make to invest in your future, and at REAP, you will work one-on-one with a retirement professional who will analyze your retirement needs and wishes and will recommend a solid retirement strategy to give you a lifetime of security and income. He or she will also help you decide the following:

  • Analysis of your current and future income needs
  • Recommendation of the best allocation for your employer retirement accounts now, and the best distribution strategy for the future
  • A review to determine whether you should consider converting to a Roth IRA
  • Detailed plan to maximize your Social Security benefits
  • Regular reviews to evaluate and update your plan
  • Guidance on minimizing your tax liability