Retirement Planning
Do more with your retirement money — by doing more more with your retirement planning.
Learn how you can take full advantage of your retirement money to enjoy the kind of retirement you want by talking to our retirement planning experts. They are experienced at investing your funds in portfolios that will bring you the results you want — now and into the future.
Designing a Strategy
How much money do you need to live? Do you want to have money to pass on? How might your needs change in five, ten or fifteen years? There is a lot to consider when putting together a retirement plan, and at
Bill Few Associates, we have the experience and knowledge to help.
- Income projections help you feel confident that your individual plan meets your needs and time frame.
- Estate planning ensures your assets transfer to your heirs in a timely and cost-effective manner.
- Long-term care planning makes provisions to help protect the assets you spent a lifetime accumulating.
IRA Rollovers
Many people think that an IRA rollover is simply a matter of filling out a couple forms and forgetting about it. However, rollovers should not be treated routinely. Our retirement experts specialize in the proper management of IRA rollovers and have the resources and know-how to help you with:
- IRA beneficiary designations allow you to pass your wealth to future generations and stretch the life of your IRA for decades.
- Lump sum distributions to help you avoid the 20% IRS withholding.
- Investment management to build personalized portfolios combining individual stocks, individual bonds, and mutual funds.
At Bill Few Associates, we do everything to give your retirement maximum lifestyle with minimal hassle.
Call us today at 412-630-6000 to find out how we can help you achieve the retirement you desire.
Our Planning Process
We’ll be with you every step of the way.
Step 1
We get to know you and your lifestyle and evaluate your financial situation.
Step 2
We identify and explain the opportunities for your personalized plan.
Step 3
Create your plan, and together put the plan into action.
Step 4
Meet regularly to make sure your plan is on track.
Getting started is easy.
Let’s Discuss
Important: The security of electronic mail sent through the Internet is not guaranteed. Bill Few Associates therefore recommends you do not send confidential information to us via electronic mail, including social security numbers, account numbers, and personal identification numbers. Delivery, and timely delivery, of electronic mail is also not guaranteed. Therefore, Bill Few Associates will not accept time-sensitive or action-oriented messages sent to us via electronic mail, including authorization to “buy” or “sell” a security or instructions to conduct any other financial transaction. Such requests, orders or instructions will not be processed.
For a no-obligation consultation
