Fearless Finance Premium Retirement service
Reducing stress
when the paychecks stop
You’ve worked all your life and retirement should feel great, but you’re not really sure what to do when the paychecks stop coming in. Fearless Finance has a proven approach to retirement finance including organizing your accounts and distributions to simulate a paycheck and automatically withhold for taxes. We help you take distributions in the most tax-efficient way and transfer legacy retirement accounts to make administration as easy as possible for you in retirement. Relax, we’re here to help and will take care of all the details.
What Fearless Finance Premium Retirement service does for you
- Expert financial guidance and concierge service for your transition to retirement.
- Once your plan is built, get semi-annual check-ins with your Planner included in the package.
- Your Planner sets up your retirement “income” and makes sure you’ve set aside enough for taxes.
- Required Minimum Distributions (RMDs) are transferred automatically by your Planner.
- Your Planner rebalances your portfolio and notifies you to discuss any material changes.
- We take you through Roth conversions, as needed, and are with you every step of the way.
- We’ll help plan philanthropic donations and diversification of concentrated positions, as needed.
- We assist in every step of transferring legacy accounts.
Who should consider
Premium Retirement service
- Clients about 5 years away from retirement who want to make sure they are prepared for retirement when it comes.
- Clients who are in retirement now and don’t want to worry about the mechanics of making sure their accounts are rebalanced and transfers are completed.
- Clients who would benefit from Roth conversions.
- Clients who want to consider philanthropy in retirement.
- Clients who are ready to begin Required Minimum Distributions and are nervous about how to take them in a tax-efficient and compliant manner.
Frequently asked questions
What if I’m more than 5 years away from retirement, but I’m still nervous about it. Can you help?
Can I cancel Premium Retirement service any time?
What happens if I have a life change or want to meet outside of my two check-ins?
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