RETIREMENT PLANNING
Do more with your retirement money — and more with your retirement.

Learn how you can take full advantage of your retirement money to enjoy the kind of retirement you want. Just talk to our retirement experts. They're experienced at investing your funds in portfolios that will bring you the results you want — now and into the future.

DESIGNING A STRATEGY
How much money do you need to live? Do you want to have money to pass on? How might your needs change in five, ten or fifteen years? There's a lot to consider when putting together a retirement plan, and at Bill Few Associates, we have the expertise to help.

• Income projections help you feel confident that your individual plan meets your needs and time frame.
• Estate planning ensures your assets get to your heirs in a timely, cost-effective manner.
• Long-term care planning makes provisions to help protect the assets you spent a lifetime accumulating.

IRA ROLLOVERS
Many people think that an IRA rollover is simply a matter of filling out forms. But rollovers shouldn't be treated routinely. Our retirement experts specialize in the proper management of IRA rollovers. Here we have the resources and the know-how to help you with:

• Lump sum distributions, to help you avoid the 20% of your rollover withheld by the IRS.
• IRA beneficiary designations, to help you pass on your wealth to future generations and stretch the life of your IRA for decades.
• Investment management, with personalized portfolios involving individual stocks, individual bonds and mutual funds.

At Bill Few Associates, we do everything we can to give your retirement maximum lifestyle with minimal hassle. Call us today at 412-801-4900 to find out how we can help you achieve the retirement you desire.