At Maplestone Wealth Advisors we view retirement planning as an ongoing process. Your comprehensive financial plan, in concert with other components, will feature retirement as the cornerstone piece.
Together, we will determine your time horizons, estimate future expenses after retirement, calculate the after-tax rate of investment returns, and assess risk tolerance.
As each life event takes place, your retirement plan will be adjusted and will reflect well going forward.
Our services include:
- Customized Financial Planning
- Traditional IRA
- Roth IRA
- 401(k) review
- Simple IRA
- SEP IRA
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
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Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
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Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
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