Retirement

Klingensmith Financial can help guide you along the path through retirement. With years of experience and success stories, we can help you prepare for retirement, no matter where you are in life!

Starting to Save for Your Retirement

Get help with your goals, and prioritizing your savings.

Refine Your Retirement Strategy

Optimize your retirement strategy to save as much as possible.

Prepare For Your Retirement

Create a strategic income plan for your retirement.

Make Plans for Daily Living During Retirement

Make your portfolio stand the test of time!

Call (814) 240-3433 or contact us today for more information!

Home » Retirement

Will you be in a lower tax bracket when you are retired?

Which retirement option's survivor benefit runs out in 20 years or less?

Which products are sheltered from taxes, allows tax-free withdrawls at any age and passes tax free to heirs?

What amount of your pension plan is eligible to be rolled into an IRA at retirement?

What is a Stretch IRA used for?

If your social security benefit is $1,200 monthly and your spouses is $1,000 monthly, upon your death how much will your spouse continue to receive?

Medicare will pay ________ when a person is diagnosed with dementia?

Why should a teacher not contribute to a 403B / TSA?

Which of the following accounts will guarantee you an income for life, even if your account goes to zero?

What is the minimum age a teacher can retire at?

If you can't answer 7 of these questions - please read on!

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