Retirement Planning
There is a lot that goes into retirement planning. Contact Wave Wealth for help with your wealth management and retirement.
Traditional retirement planning answers one question: “Do I have enough money to retire?” There is much more that goes into this area than a simple calculation. Most financial advisors run a simple analysis to answer this question and move on. We take a different approach with retirement planning at Wave Wealth.
In the accumulation phase, we ensure that you have proper tax diversification and are placing your funds in the best possible locations given your current and future tax rates. The investments chosen inside of these vehicles are designed and chosen to maximize growth. Our clients can greatly benefit from this retirement planning approach.
When analyzing a retirement plan for a client, the advisors at Wave Wealth use advanced planning strategies such as bucketing, social security optimization, maximization of deductions, and Roth conversions. These can make huge impacts on the success of your retirement plan.