Investment & Tax Planning Proposal Session
Investment & Tax Planning Proposal Session
Maximize your FDNY retirement with a personalized game plan. Our complimentary Investment and Tax Planning Proposal Session is designed to give retired (and soon-to-retire) FDNY members clarity and confidence about their financial future. In one convenient meeting, we’ll provide a customized roadmap that shows you how to reduce taxes and optimize your investments – at no cost and no obligation. It’s our way of demonstrating the value we offer, and a first step toward securing the retirement you deserve.
What You’ll Gain from This Session
Personalized Tax-Saving Strategy: Our Tax Director will analyze your situation for opportunities to save on taxes. This includes a detailed Roth conversion projection – see how much in tax dollars you could potentially save over your retirement by converting funds to a Roth IRA at the right time.
Investment Portfolio Review & Proposal: Are your current investments properly aligned with your needs and FDNY pension? In this session, our Chief Investment Officer reviews your current investment positioning. We’ll highlight any gaps or untapped opportunities in your portfolio and provide tailored recommendations.