Live Your Retirement Dream

When it’s time to retire, will you be able to live the life you dream about? Planning for the day you leave the working world is essential for turning your vision into a reality, and it’s never too early to start. With Buckhead Wealth Management retirement planning, we can help you determine your goals and develop a plan to pursue them.

Understanding Retirement Planning

Before creating a plan, you need to know your retirement goals, how much income you require to achieve them, and when you plan to retire. Once you understand where you’re going, we work with you to assess your current and future income streams, assets, tax liabilities and risk tolerance and devise strategies which strive to grow your wealth while mitigating risks.

Developing a Plan That Works for You

You and your goals are unique, and your retirement plan should be, too. At Buckhead Wealth Management, we work with you to develop a plan and strategies that reflect your situation and needs. We manage a wide range of retirement accounts, including:

• Individual retirement accounts (traditional and Roth)
• SIMPLE IRAs
• Simplified employee pension IRAs
• 401(k)s
• Any other type of outside retirement account you may have

We can also help you with Roth and traditional IRA conversions to reduce your asset tax liabilities.