Retirement Planning for Individuals

Retirement planning is a critical component of your comprehensive financial plan. It’s never too early, or too late, to start planning for retirement. No matter where you are in life, our perspective, tools and guidance can help you feel more confident about what’s ahead. We help you understand your options and the benefits available under each type of plan to find the one that is the right fit for your short-term and long-term goals.

Yeo & Yeo Wealth Management, through Avantax Planning Partners^SM, provides a variety of retirement solutions and tax-smart strategies to help you achieve your retirement needs, including:

• Profit-sharing plans
• 401(k) plans
• Customized defined benefit plans
• 403(b) plans
• Simple IRA plans
• Individual 401(k) plans
• Traditional and Roth IRAs
• Rollover IRAs
• Deferred compensation plans

We connect tax advice to your wealth management goals. Talk with a Financial Advisor today.