Many investors and savers are worried about future taxation of their larger Retirement Accounts.
Wills & Trusts
H2R: A TEAM APPROACH
Everything you need to know about retirement and protecting your assets at one source
It takes a team to help you to retire and to protect your assets.
H2R has a team of experts in every field so you don’t have to go to more than one source for life-after-work planning.
We advise you on every aspect of your retirement.
• Annuities and Money Management
• How to protect your 401(k)s and IRAs from excessive taxation
• Insurance policies and how to reap their benefits
• Medicare, Social Security and Medicaid guidance
We also collaborate with lawyers and CPAs to offer integrated solutions for your retirement challenges.
Richard Pelletier sits down with host Sara Peterson in this highly informative series of seven specials. They discuss “the six P’s,” taxes, retirement financial strategies, long term medical care, and different ways to make sure you are holding on to the maximum amount of your retirement income!
All episodes available to watch online – also airing on Western Mass News Channels 3 and 40!
Wills & Trusts
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The Importance of Proper Planning for a Physically Ill Spouse or Loved One
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally,...
Is Now the Time to Give Yourself a 401(k) Loan?
In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account. Taking money from your retirement funds is not a decision to be made lightly and can come with a...