RETIREES

Modern Dollar Planning is well-equipped to advise soon-to-be or already retired individuals as we have an intimate knowledge of income taxes, social security, medicare insurance and your retirement account required minimum distribution rules. But most importantly, Modern Dollar builds out an easy to understand retirement distribution schedule for all of their retiree clients so they can feel confident as to how we plan on replacing their paycheck while, along the way, keeping them in the lowest tax bracket possible.

Modern Dollar’s number one goal with their retiree clients is to make sure they are confident they are not going to outlive their money which provides them with piece of mind and allows them to enjoy their retirement in a more relaxed manner.