Retirement Planning in Tulsa OK | Financial Planning

Retirement Planning

A life’s work should be rewarded with a comfortable and independent retirement.

We work closely with you to build a long-term plan for retirement that considers taxes and expected investment returns to help you retire when you are ready. Once retirement begins, we’ll work to preserve your nest egg and plan for the income you need to do the things you enjoy. Financial Planning Resources (FPR) will work with you to plan for retirement on your terms.

There is no question that retirement comes with its own unique set of challenges. At FPR, we use our experience, skill, and thorough understanding of your needs to build a portfolio that has a high likelihood of helping you face the challenges of retirement with confidence and, ultimately, financial independence.

Individual Retirement Accounts

An individual retirement account (IRA) is a tax-advantaged investing tool that individuals use to earmark funds for retirement savings. There are several types of IRA’s that FPR will work with you on, including: traditional IRAs, Roth IRAs, SIMPLE IRAs, and SEP IRA’s.

Small Business Retirement Plans

FPR has a variety of small business retirement plans that offer tax-advantaged ways to save for retirement for the self-employed, entrepreneurs, as well as sole proprietors and their employees. With flexible funding, tax-deductible contributions, a wide range of investment choices, our team will help you find a plan that's right for your business needs and retirement goals.

401Ks

About half of American workers have access to a 401k, which is a workplace savings plan that lets employees invest a portion of their paycheck before taxes are taken out. If you fall in this category, FPR will help you wisely manage the savings, which will grow tax free until retirement, at which point withdrawals will be taxed as ordinary income.

Retirement Distribution Strategies

Required Minimum Distribution (RMD) calculations can be tricky. Especially if you have several retirement accounts. The IRS can impose a 50% additional federal tax on the amount of missed or insufficient RMD’s. But if you get your RMD’s right, you can avoid these pitfalls while also helping to make the most of your retirement savings. FPR provides sound RMD strategies which, who will help protect you from making financial moves that can trigger taxes.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

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Retirement Is a Beginning

Key questions to answer when you are considering retirement.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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