Planning for Retirement

PLANNING FOR RETIREMENT

The best time to start planning for retirement is now. No matter if you are just starting out, nearing your retirement, or have experienced a dramatic change in lifestyle, it’s important to work with a trusted advisor to build and review your retirement portfolio. Your advisor at Karpf, White & Associates will work with you to make sure your retirement strategy fits your retirement goals.

It's never too early or too late to start planning for retirement, but the most important move is to take the first step.

We are with you every step of the way, contact us

Investment Strategies
for Retirement

You’ve probably given a lot of thought to what your dream retirement will look like. Now it is time to decide how you are going to pay for it. Like the rest of life, retirement doesn’t come with guarantees. But a sound investment strategy is an excellent start toward helping you pursue your retirement goals.

Ready to start taking money out of your retirement savings?

If you’re like many Americans, you’ve been setting aside money for your retirement. Now that you’re nearing retirement age, it may soon be time to start drawing money from your qualified retirement plans.

Withdrawing money from a retirement plan is called “taking a distribution,” and there are a variety of ways to do it. We’re going to review several approaches.

Call us at 475-227-0075

Schedule a Meeting

Karpf, White & Associates

Wealth Management

Office: 475-227-0075

Fax: 203-900-8719

388 E. Main St., #24L

Branford, CT 06405

mark@karpfwhitewealth.com

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by ArekMD to provide information on a topic that may be of interest. ArekMD is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Mark White, Russell Karpf and Michael Taverner are Registered Representatives is a Registered Representative with, and Securities and Advisory Services offered through, LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DC, DE, FL, GA, MA, MD, ME, MN, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TX, UT, VA, WA