Retirement planning can be a fulfilling journey with a trusted financial adviser by your side. Finding the perfect match can be overwhelming if you don’t know where to start or who to trust. Tune in to our discussion today that covers the crucial questions advisers should ask to ensure a smooth and successful planning process and long-term relationship.
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When a loved one passes away, it can be overwhelming and difficult to know where to begin. Financial advisers, such as Mark and Damon, are available to help during such serious situations. Dealing with a tragic loss can make it hard to focus on financial responsibilities. Having a supportive team like South Shore Retirement Services can help relieve some of the practical burdens and provide a sense of stability. In this discussion, our advisers will offer recommendations on the initial steps to take and long-term financial solutions.
Today, Mark discusses recent changes to the regulations concerning required minimum distributions or RMDs. Most of us entering retirement will have such distributions to take. Strategic planning with the help of the All Hands Analysis™ team at South Shore Retirement Services can help ensure safety, tax efficiency, and growth options regarding your RMDs. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
The CARES act offers many benefits to retirees. Mark and Jordan lay out the basic changes that afford you more options. They also discuss the critical need for communication during the pandemic. South Shore Retirement is answering calls and setting up virtual meetings round the clock. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.