Retirement
The Shelton Group
Plan Your Retirement
You dedicate yourself to your career so you can enjoy the next phase of your life. We have been helping people with retirement planning in Dyersburg, TN, for more than forty years, and we have the investment and planning expertise to help you prepare for and fully embrace the retirement you’ve envisioned.
Roth IRA Conversions
Roth IRAs provide significant advantages to an individual in retirement, among them being tax-free withdrawals. Roth Conversions are a way to save in this bucket, but careful planning must be done before pursuing this strategy.
Key Risks in Retirement
Like the earlier phases of life, retirement carries with it a number of risks. While the risks themselves may be similar to what you have faced leading up to retirement – investment risk, inflation, health care, etc. – their impact may be much greater, and the opportunity to adjust to them much smaller.
Required Minimum Distributions
Your Individual Retirement Account (IRA) or qualified employer-sponsored retirement plan grows tax-deferred until you begin making withdrawals.