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Retirement Planning Services

You worked hard to get where you are and retirement is on the horizon. Are you ready are you for the next step?  

Whether you're nearing retirement or already retired, our diverse financial services go beyond planning. We’re committed to helping you live your retirement vision to the fullest.

As your Leawood financial advisors, we offer a variety of solutions, resources, and tools to help you find retirement strategies to support the lifestyle you want.

We’re happy to answer any questions or concerns you may have about your retirement plans. Additionally, we’ll help you explore important decisions like when to take social security and how to handle traditional retirement distribution.

Saving for Retirement

Saving for Retirement

Planning for retirement takes careful preparation. Take the necessary steps today to work toward financial freedom.

With OneWealth Partners financial professionals on your team, together we can develop a strategy to build wealth and resources and create a personal roadmap to fulfill your retirement goals for years to come.

As life happens, we’ll continue to help you evaluate and adjust strategies.

In Retirement

In Retirement

Retirement planning and financial conversations often focus on accumulation of wealth, but retirement income distribution is equally important. No matter where you are in the process, our financial advisors are here to help.

Your OneWealth Partners financial professional will help you assess your goals, assets, and future needs, including social security, required minimum distributions, taxes, and more to create a consistent, sustainable income stream.

Together we can continually evaluate and adjust your income strategy and assets to ensure alignment with your financial goals.

We can help with:

  • Qualified retirement plans in variety— defined benefit plans, defined contribution plans of the money purchased pension and profit sharing types, target benefit plans, Keogh plans for the self-employed, and section 401(k) plans
  • Simplified employee pension plans (SEPs);
  • SIMPLE retirement plans
  • Individual retirement accounts or annuities (IRAs) including Roth IRAs
  • Section 403(b) plans also called tax-sheltered annuities or TSAs
  • Rollovers direct rollovers and direct plan-to-plan transfers
  • Section 457 deferred compensation plans for certain employees in the government and not-for-profit sectors of the economy
  • Pension income supplemental life insurance
  • Qualified vs. Nonqualified Accumulations
  • How Lifetime Required Minimum Distributions Work
  • Traditional vs. Roth IRA
  • Incidental Life Insurance in Qualified Retirement Arrangements
  • Profit-Sharing Arrangement
  • Survivor Supplement Retirement Income Funded with Life Insurance

Schedule a Free Consultation

Let’s talk about your goals and questions. Connect with a OneWealth Partners financial advisor to get a free retirement income assessment.

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