Serving the needs of wealth and risk professionals, Allegis Wealth Advisors maintains a strong presence in the financial services sphere. Emphasizing a personalized approach to client success, Allegis Wealth Advisors offers a depth of support associated with leading brokerages.
One aspect of successful retirement planning involves performing an annual checkup that encompasses the full spectrum of social security benefits and other future income sources. The social security end of the spectrum can be easily ascertained through visiting www.ssa.gov and accessing estimated lifetime distributions.
Just as important is to assess life events such as marriage, divorce, new family members, and property acquisitions and sales. These help define asset size and liquidity, as well as investment timeframe and risk tolerance. Take a close look at the employer-sponsored plan and evaluate the potential for directing funds into new areas such as tax-advantaged Roth accounts. At the same time, consider as well whether contributions can be increased relative to the plan maximum.
To learn more about Allegis Investment Advisors’ full range of solutions, visit www.allegiswa.com.
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