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Retirement Planning


Wealth Insights IconThinking of early retirement?  

View the current issue of our Wealth Insights Newsletter to ensure you're prepared! 

When was the last time you evaluated your retirement savings goals? Do you know how much you need to save for a comfortable retirement? If you are like most people, retirement is your number one investment goal. Unfortunately, most investors have not planned for how they are going to pursue that goal.

Let us help you take the guesswork out of your future, and help you prioritize your goals and develop a strategy to work toward protecting and growing your retirement assets. We begin by addressing your most pressing questions, such as "What's the 'magic number' I can retire at?", "What do I do with my retirement plan that is still with my previous employer?", or "When should I take my Social Security benefit?"

  • What's your number?

Financial experts estimate you will need to replace at least 80% of your pre-retirement income with dollars from several sources like Social Security, a company pension or savings plan, and other personal savings. Experts speculate that Social Security will provide only a small percentage of the total amount a retiree may need to maintain their pre-retirement lifestyle. This means your personal retirement savings are a crucial component in helping you retire on your terms. But how much will you need to save?

Your number is the amount you will need to save to help ensure financial independence in retirement. The LPL Financial Advisors at Ixonia Wealth Management are committed to helping their clients know and understand what their number is. 

  • What about my retirement plan at my previous employer?

If you have changed jobs, you may have left a retirement plan account behind. Ixonia Wealth Management financial advisors can help rollover your account into an Individual Retirement Account (IRA), giving you more control and investment vehicle options.

  • When should I take my Social Security benefit?

The "in's and out's" of Social Security can often be difficult and confusing. To help you make informed decisions for your retirement, the Ixonia Wealth Management advisors can help you understand how Social Security benefits are calculated. They can also inform you of potential consequences of taking Social Security before full retirement age*, as well as strategies to help maximize income for husbands and wives.

Planning for retirement does not have to be difficult or overwhelming. Taking into account your whole financial portfolio, the LPL Financial Advisors at Ixonia Wealth Management can help you take that next step in pursuing your retirement goals. Contact us today for a no-obligation consultation!  


*Tax and legal services are not offered by LPL Financial or Ixonia Wealth Management.

Investment Disclosure

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Ixonia Wealth Management and Ixonia Bank: Not registered broker/dealers; Not affiliated with LPL Financial.

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency

The LPL Financial Representatives associated with this website are Registered Investment Advisor Representatives (IAR) in WI, and may discuss and/or transact securities business only with residents of the following states:
Jeff Taylor – WI, IL, NM | Jan Grimm – WI, MI, FL, AL

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