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Taxes

Is your retirement income strategy tax ready?

By Mark Rowlette | May 5, 2022 | 0

Saving for retirement is hard enough but practicing proper tax-efficient strategies—before and after retirement—is just as important.  Long-term tax planning should be a part of everyone’s retirement income strategy. It…

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Pre-recorded-segment

Narrator One of the biggest stressors when it comes to retirement is the obvious one. Will you ever have to worry about running out of money in retirement?  Host Jordan Rich  That is the key question and proper retirement planning working with the All Hands Analysis team can truly help. Here again is Mark Rowlette, founder and president of South Shore Retirement Services.  Mark Rowlette (recorded)  Most of our clients have a person when we meet with them, somebody who's helped them accumulate their wealth during their working lives. But distribution, going into retirement, starting to take money out of these accounts is a totally different animal.  It's not just about returns. Returns are important, but strategizing on what's the best way to take this money out, how you should take it out, when you should take it out, and where you should take it from is critically important when you're transitioning into retirement.  Host Jordan Rich  Schedule your free 15-minute strategy call today. Just visit RetireSouthShore.com. Investment advisory services made available through AE Wealth Management LLC, AEWM. AEWM, and Seltzer Retirement Services are not affiliated companies.)  Host Jordan Rich  This is Jordan Rich reminding you that South Shore Retirement Services offers a number of ways to learn about a happy and safe retirement with frequent evening seminars at local fine-dining establishments. You can find the complete schedule and register for these seminars at RetireSouthShore.com.  There are also regularly scheduled webinars. There's the retire South Shore Podcast series and the South Shore Retirement Services Newsletter.  Information is power, and the All Hands Analysis team itself through retirement services is ready to inform, educate and reassure you in retirement. Again, visit RetireSouthShore.com.  (end of prerecorded message -- music)
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Privacy Policy | Terms of Use | Form CRS | Disclosures

Insurance products are offered through the insurance business South Shore Retirement Services. South Shore Retirement Services is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by South Shore Retirement Services are not subject to Investment Advisor requirements. 1897446 - 08/23

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

South Shore Retirement Services has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

Estate planning and legal services are offered through William Caldwell, P.C., Attorney at Law.

Tax services are offered by Karen Mullaney, CPA.

Rowlette and Associates, LLC DBA: South Shore Retirement Services – an affiliated company – is an independent financial services firm offering both insurance and investment services. Investment advisory services are offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Rowlette and Associates, LLC DBA: South Shore Retirement Services not affiliated companies.

Any references to [protection benefits, safety, security,  or steady and reliable income, etc] streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 1230259 - 3/22

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