For High-Net-Worth Individuals
Our approach starts by fully understanding your personal and financial goals relating to retirement. From there, we incorporate a variety of different tools, such as a sustainability analysis that assesses cash flow and assets over time and a suite of sophisticated analytical tools that provide the probability of your plan meeting objectives.
A Commerce Trust Advisor Can Assist You and Your Family with:
- Knowing when to begin taking withdrawals from your retirement accounts
- Understanding important Medicare information
- Understanding the impact of earned income on Social Security benefits
- Deciding which type of IRA savings option is right for you
- Ensuring income sufficiency, developing a strategy together to meet your needs
- Understanding the benefit of catch-up contributions
*Commerce Trust does not provide advice relating to rolling over retirement accounts.