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Retirement

Retirement

Working with a WDA Financial Advisor will insure you will be ready for retirement.  If you already have a retirement plan in place we will be happy to review it for you and make recommendations if needed. If you don't have anything in place we will help teach you the basics and get you started with a plan.   
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IRA's

An Individual Retirement Account is a great way to save for retirement using tax advantages. The 3 main types are Traditional IRA, Roth IRA, and Rollover IRA

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Annuity

An Annuity is another great way to plan for retirement. Certain annuities will provide guaranteed income that will last you throughout your retirement

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Investments

Different investments should be part of your portfolio to help you in retirement. Diversifying your portfolio can also bring peace of mind

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10 Ways to Save for Retirement

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How Much Money Do I Need To Retire?

The amount a person needs to retire is different for everyone. Your retirement age, income and debts are just a few variables to consider. It is never too late or to early to start saving for retirement. To find out how much money you need to retire please contact one of our experts.  
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How Can I Create My Own Private Pension?

These days the vast majority of companies do not offer a pension for their employees. However, that does not mean you can't create your own. Having guaranteed income is very helpful when planning for retirement and a fixed index annuity is one way to create your own pension. If you would like more information on how to create yours or would like more information please contact one of our financial advisors.
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Why You Should Diversify Your Portfolio?

Diversifying your portfolio mitigates risk because you are not putting all your eggs in one basket. It is always a good idea to avoid too much risk when creating your retirement portfolio. Allocating your investments to different types of vehicles helps to do just that.

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Did You Know Life Insurance Is Another Vehicle That Can Help You Plan For Retirement Tax-Free?

Not only can life insurance help provide for loved ones but it can also be another way to help plan for retirement. As the cash value of your policy grows you will be able to take distributions through withdrawals and tax-free loan from the account when you retire. 

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WHO WE ARE

Offices throughout Rhode Island & New Jersey. Established in 1992 by William Delmage. Headquartered in East Providence, RI with offices in Newport and Hoboken, NJ. One of New England's premier, award winning, health care consulting firms.

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HQ: 34 Hemingway Drive
East Providence
Rhode Island 02915
United States
401.435.4239
info@wdandassociates.com

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