Retire Mentality:

? Do you have enough money to retire comfortably?

? Strategizing and planning your income needs.

? Making your retirement savings last.

? Retirement considerations to think about, such as legacy planning and long term care.

Retirement Plans and your Estate Plan -- How you can:

? Force your beneficiaries to roll over your retirement plan into an Inherited IRA.

? Protect the inherited retirement plan from your beneficiaries’ divorce, creditors, bankruptcy, or poor money-management.

? Control who will inherit your retirement plan if the primary beneficiary is gone.

? Prevent a costly court process that may be necessary if a minor child is the beneficiary on your retirement plans.