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Retirement Planning

To help you prepare for a financially secure retirement, Berdon experts take steps to protect your net worth, make the most of your wealth, and maintain the lifestyle you want. You can access Berdon for the following services:

  • Forecast whether you will have adequate financial resources to maintain or improve your expected standard of living at retirement and take steps to optimize your position;
  • Prescribe measures to enhance potential after-tax yield;
  • Isolate the best approach for mandatory retirement account withdrawals at age 70½;
  • Fulfill postretirement health insurance needs;
  • Salary continuation plans for the owner upon retirement and for the spouse at the death of the owner;
  • Eldercare services to relieve older members of personal and financial details, making adjustments as needs change; and
  • Qualified and nonqualified retirement plans.