Retirement Planning & Social Security
Planning for retirement involves more than choosing a retirement date. Wisconsin Insurance Services helps individuals and families in Green Bay, the Fox Cities, and throughout Northeast Wisconsin understand important retirement decisions involving Social Security, Medicare, 401(k) savings, and retirement income. Whether you are approaching retirement, considering early retirement, or helping a family member plan for the future, we can help you understand your options and develop a retirement strategy that fits your needs.
Discuss your Social Security credits
- Did you meet your minimum requirement of 40 quarters
- Discuss full retirement age vs early withdrawal
- Staying with your employer coverage vs switching to Medicare coverage
- If self-employed or early retirement, we can discuss marketplace insurance.
- Assist with guidance on the Medicare application process.
Review your 401(k)
- Clarify your choices
- Discuss tax consequences
- Discuss investment opportunities
- Develop strategy for monthly income
Disclaimer: Wisconsin Insurance Services, LLC is not a financial, tax, investment, or legal advisor. Information provided is for educational purposes only. Please consult a qualified professional regarding your individual circumstances.