Managing Your Assets From Now Through Retirement

Retirement is not a linear path. You will continue to experience the ups and downs of life. In similar fashion, financial plans are living documents, not static statements. It’s important to remain flexible while following a sensible plan for retirement income and security.

Ioannis (Yo) Meras helps you before and after you retire. The planning stage comes while you are still working, and the emphasis is on building your assets. The income distribution stage comes after you retire, and the emphasis then shifts to protecting your assets.

People are living longer, which makes it more important than ever to plan adequately for a potentially extended retirement. Ioannis (Yo) Meras has the experience and knowledge and through his affiliation as an Investment Advisor Representative with United Planners, he can help you with:

Retirement Accumulation Planning:

  • All IRA’s
  • 401(k)
  • 403(b)
  • Pensions
  • RSU’s
  • Stock Options

Retirement Distribution Planning:

  • Desired Outcome Achievement
  • Tax Sensitive decision making
  • RMD (Required Minimum Distribution)
  • Withdraw Strategies
  • Social Security Maximization

Taxable Account Planning:

  • Tax Efficient Accumulation
  • Tax Efficient Distributions

College Funding:

  • 529 Plans
  • Custodial accounts

Insurance Planning:

  • Life
  • Disability
  • Long-Term Care
  • Annuities