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Planning for What's Next


Preparing for your retirement journey entails more than managing finances. That’s why we don’t start with an arbitrary number. We begin with what matters to you. 

What's Your Retirement Journey Look Like? 

Our financial professionals begin every process with a conversation, one that takes a 360° view of your relationships, living arrangements, hobbies, health, and budget. This high-level perspective enables us to discover your “Retirement Reality” along with pathways to get you there.

Approaches for Your Retirement Planning

Annuities

Annuities

A guaranteed income contract provides continuous retirement income based on your contributions. Some contracts set payments for life or a set amount of years. 

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Qualified Plans

Qualified Plans

Employer-based, employees can make salary contributions into these plans. There are some tax benefits, as well. 401(k)s and pensions are examples. 

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Mixed Assets

Mixed Assets

Tax-deferred investments, 401(k)s, pensions, IRAs, guaranteed income, and the cash value accrued from a whole life insurance policy can strengthen a portfolio. 

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Legacy Planning

Legacy Planning

It's not about affluence. It's about ensuring that loved ones and heirs are looked after. Ways to leave a legacy include a will and sound insurance planning. 

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Is Social Security Enough for Retirement? 

Is Social Security Enough for Retirement? 

Social Security is an important part of a retirement plan; however, it can be complex and its long-term solvency is uncertain. Here are 5 facts you should know about Social Security relative to retirement. 

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Why International Planning Alliance?

Our Financial Strength, our ability to be Prepared for the Unexpected, and our dedicated team of retirement professionals and financial advisors set us apart.

Additional Retirement Planning Resources

We invite you to read these articles to learn more about retirement planning.

Retirement and The Traditional Portfolio

Retirement and The Traditional Portfolio

Negative returns early in retirement can deplete your portfolio more quickly than you planned.

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Special Needs Children and Retirement

Special Needs Children and Retirement

The ramifications of having a special needs child can ripple through every aspect of family life, including retirement planning.

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What's So Great About a Rollover?

What's So Great About a Rollover?

Generally, you have four choices when it comes to handling the money in a former employer’s retirement account.

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Have a Retirement Planning Question? Ask! An IPA financial professional will be in touch.

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