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Retirement Planning
We’ll help you be able to live the life you’ve earned
You might have a clear idea of what you want in retirement or you might be at the early stages of considering it. We’ll help you to coordinate your investments and assets so that they will support your ongoing goals and objectives, even as those goals might shift. You’ve worked hard for your wealth, and we’ll help you make sure that your wealth can support the life you envision.
Retirement Planning Services
- Cash flow based plans
- Goal oriented modeling
- Planning for future non-financial issues
- Executive compensation analysis and recommendations
- Achieving financial independence strategies
- Planning for the next generation
- Stress tested/'What if' exploration
- Alternative scenarios evaluated
- Retirement spending strategy development
- Ownership transition planning
- Tax management planning over lifetime of the asset
- Social Security timing planning
Related News & Insights
Retirement Plan Contribution Limits: What High-Income Earners Need to Know in 2025
Each new year brings changes to retirement planning, and 2025 is no exception. For high-income earners, especially those aged 60 to 63, the latest updates to retirement plan contribution limits offer meaningful opportunities to build wealth and optimize tax efficiency. Understanding these changes isn’t just about compliance; it’s about making informed decisions that support your long-term financial goals.
How to Track Down and Consolidate Lost 401(k) Plans
Millions of Americans are finding themselves in the same financial situation: They changed jobs over the years, times passed, and they completely lost track of their old 401(k) accounts. This isn’t an insignificant amount of money. According to a report by Capitalize, these lost 401(k)s total $1.35 trillion in retirement savings across an estimate 24 million forgotten accounts. They estimate that the average balance of a lost 401(k) account is about $55,400. However, this amount can vary significantly depending on factors like job tenure, salary, and contributions.
2025's Big Retirement Savings Boost: What You Need to Know Now
Starting in 2025, the IRS is introducing significant changes to retirement savings plans, particularly benefiting individuals aged 60 to 63. These modifications, part of the SECURE 2.0 Act, aim to enhance retirement readiness by allowing higher "super catch-up" contributions to 401(k) and similar plans.
Working in partnership with Grand Wealth Management enables our clients to be less concerned about the day-to-day details of managing their finances, while allowing them to stay involved in guiding and monitoring their overall financial picture.
