Retreat from Work, Not from Life.
The future largely depends upon what we do today. That's why planning now for our best tomorrow is always the smart way forward.
If you think that organizing life for retirement while in your 30s is too early, think again. You certainly want to remain financially independent as long as you can be, so outliving your savings should never be part of the plan.
Successful retirement means letting Stanislawski & Company help identify the means by which future liabilities will be minimized, investments maximized, and wants and needs realized so that life's next chapter is a secure one.
Being fully prepared to make it happen includes long-term financial security for loved ones, tax-free contributions, IRAs, SEPs, 401Ks, trusts, estates, wills, and so much more.
Tax regulations are dizzying. Benefit plans can be restrictive. Contributions limits vary widely. Healthcare costs are soaring. Low interest rates on fixed-income investments yield less. And only a quarter of Americans working today have the security of a pension. It's never more critical to know the implications of your choices before committing hard-earned assets that you've worked years to build.
Our retirement planning expertise, decades of research, and engagements with thousands of different life stories all but guarantees the secure, fulfilling future your desire. After all, a goal without a plan is just a wish.
- Account distributions
- Benefit Optimization
- Calculate withdrawals from 401K, IRA, Roth IRA, and other retirement plans
- Cash flow
- Checkbook balancing
- Compliance Testing
- Comprehensive, long-term retirement planning
- Contribution Calculations and Allocations
- Corrective Actions, Including Utilizing Department of Labor (DOL) and Internal Revenue Service (IRS) Correction Programs
- Day-to-day financial transactions
- Document organization - personal, financial, legal
- Fiduciary Compliance Reviews
- Fiduciary Training and Education
- Forfeiture Allocations
- Hardship Distribution Calculations and Processing
- Household bills review
- Income planning
- Inventory personal assets, investments
- Investment monitoring with investment advisor
- Medicare, other insurance
- Notice Responses
- Receipts, deposits
- Improper disbursements safeguards
- Social Security
- Tax planning, preparation, filing (income, trust, gift, estate tax)
- Tax credits
- “What If” Analyses