
Retirement Planning
Tailored strategies to secure your financial future, minimize taxes, and ensure a steady income throughout retirement.
Retirement planning is an essential component of modern estate planning, as millions of Americans have significant wealth tied up in retirement accounts such as IRAs, 401(k)s, and similar tax-advantaged plans. These accounts often represent the largest asset in an individual IRAs portfolio, yet their unique legal and tax complexities are frequently overlooked or underserved.
A recent survey of law firms in East Harlem (ZIP code 10029) revealed a gap in services related to comprehensive retirement planning. including SECURE Act—critical areas where clients need informed guidance. This gap presents an opportunity to establish myself as a trusted authority in retirement planning. There is a growing void for leadership in this niche area. I aim to fill that void and become the go-to retirement planning expert in my region.