You've accumulated a base of investment accounts in recent years, which is fantastic. Now what? Your risk tolerance may not be as aggressive as it was in your 20's, but you've still got a good amount of time to continue to build your wealth portfolio.
It’s never too late to change your career path. If you’re just starting out in a new industry, we are excited for you. Learn more about your options for rolling over an old plan, plus salary and contribution limits, etc.
For investors age 50+ only: Perhaps you are reviewing your investment portfolio and feeling as if you should be moving more money into your 401(k) or IRA accounts.
Are you currently maximizing the option to utilize a catch-up contribution? Starting at age 50, you can contribute up to an additional $1000 in your retirement account.
Have you ever wondered what asset movement decisions may trigger a taxable event or how to move money from between retirement and non-retirement accounts?
Quick recap of pre-tax vs. after-tax, capital gains/losses, potential implications of moving assets in a way that triggers a tax event.
Georgia Benefits, Inc. specializes in individual, family, and small business insurance plan comparisons and purchases for:
Work with one of our wealth managers to run an analysis on your current investment portfolio, with a retirement success probability rating, side-by-side retirement or life event scenarios, and tailored portfolio allocation recommendations.
Deep-dive analysis of the portfolio, projected retirement age/date, retirement goals/needs, future expenses, etc.