We start by collecting basic information about your retirement plan.
The Gap is the difference in the income you are making now and what you will receive in retirement.
Here’s what our clients have to say!
My retirement review with NPRPS was a lifesaver!
I had no Idea how much my Pension and 401k would pay me monthly when I retired. I also knew nothing about a income gap and how it would affect my retirement. I was losing 50% of my monthly income when I retired!! Working with Michael Givens, gave me options and made sure my money was in the right place to grow and closed my income gap. I can now sleep at night without worrying if I will be able to retire. Thank you so much NPRPS for the review.
Sheri is Fantastic!
I received an email about Retirement Reviews with NPRPS and was curious. I contacted them and decided "What could I lose?", since it was “Free” so I completed a Retirement Review. Sheri explained my 403B and how much it would pay me monthly in retirement. She also showed me options with money I just had in my bank account and positioned it to pay me Income for life!!
We highly recommend getting a retirement review.
They looked at our retirement accounts and showed us options available to us. With their help we were able to develop a strategy to get us where we needed to be in retirement.
Retirement Reviews with NPRPS is a "Game Changer"!
Tracy explained my Pension, 401K, and Roth. I didn't know I couldn't touch my money till I was 59 1/2, and never considered the effect taxes would have on my retirement income. Thanks for the information. Thank you NPRPS!
For 15 years I was putting $800/mo. into my 401K
Through the years, Didier showed me ways of protecting my money from market volatility. We are currently working on ways to reduce taxes on my retirement income. I love it! Now I will not pay any Taxes on my Retirement Income when that time comes! Thank you NPRPS.
Our team of experienced retirement strategists is committed to helping you achieve your retirement goals. With a deep understanding of the challenges and opportunities in retirement planning, we provide personalized guidance tailored to your unique situation.
Simply stated a Retirement Review is a short planning session in which we ask a few questions, plug in numbers, and we can tell you approximately the amount you will receive monthly from your Pension, 401K, 403B, 457, IRA, Roth IRA or Annuity.
If your employer hasn’t offered this service to you, and your putting money into a retirement plan it’s a good possibility you don’t know how much you will receive monthly when you retire.
By asking some simple questions, plugging in some numbers, we can tell you approximately what you’ll receive monthly when you retire. The question really should be, “Why wouldn’t I get a retirement review?”
Great question. Unfortunately, when we reach Retirement, most individuals will have an Income Gap. An Income Gap is what you’re making now and what you will receive monthly in Retirement.
Yes, your team of professionals at NPRPS are Licensed in your state to suggest options in bridging your Gap. It could be as easy as putting more money into your 401K or other plans you might choose to close your gap.
We at NPRPS, also work with small business owners, their employees, and independent contractors. Whether you do or don’t have a retirement plan we can offer you options to grow your money and develop a plan(s) that’s right for you and your company.
Another great question, it depends. What you’re trying to achieve. Is it set aside for emergencies then, yes it’s in the right place. If you’re trying to grow your money? Then no, it’s in the wrong place. Our team of Financial Advisors, CPAs, and Insurance Agents at NPRPS are licensed and trained to show you options to grow your money and maximize your retirement income.
In most cases yes. Taxes must be paid to your partner, the IRS, in retirement. However there are tax advantage strategies where you don’t pay $1.00 to Uncle Sam in taxes. You keep 100% of your Retirement Money! Ask us how to remove Uncle Sam from your retirement.
Do you have questions about your retirement readiness and how to optimize your savings for a comfortable future? At National Pension Retirement Pros, we understand that retirement planning can be complex and overwhelming. Our list of essential questions is designed to help you assess your current situation and make informed decisions.
Whether you’re a business or looking to maximize your savings, our team has the expertise to help you achieve your goals. Take the first step towards a secure retirement by scheduling your free retirement review today.
Gain valuable insights and learn actionable strategies for securing your financial future by attending our informative retirement planning webinar. Our expert retirement strategists will share their knowledge and answer your most pressing questions, empowering you to make confident decisions about your retirement.
Learn how market volatility, future taxes, and inflation can drastically affect the income you receive in Retirement.
Our professionals at NPRPS will let you know if you’re on the “right road” heading into your retirement, or if you’re on the “wrong road” driving miles away from your destination.