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.