If you are unsure about your ability to retire financially, our benefits consultant Terry Zavitz of Zavitz Insurance Inc., can do a retirement analysis for you. Contact her at 1-888-347-2437 or firstname.lastname@example.org. There is no charge for this service.
This analysis can illustrate:
- The savings required to meet your retirement goals
- The age in which retirement is attainable
- Your tax liability upon death
- Estate planning opportunities to minimize taxes
- Retirement income planning to maximize income