Tax and Accounting

Some key questions we can help you address.

• Do I have enough assets to retire?
• How much income will I need in retirement?
• Am I saving enough?
• Is my portfolio set up to address longevity risk?
• Which account should I take income from first? My IRA or taxable account?
• Am I taking enough risk in my portfolio given the effects of inflation?
• Should I leave my retirement plan at my employer or roll it over to an IRA?

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Retirement Graph

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Getting Started: Please give us a call at (541) 683-2900 or (800) 338-4436
E-mail charlene@carterandcarter.com