Retirement Planning

Retirement Planning

Senior Managing Director Alan Brod discusses Retirement Planning at KLS

Retirement Planning requires a thorough assessment of your personal financial affairs.

This process focuses on:

  • Cash flow projections/rational savings goals
  • The most effective use of qualified retirement plans and deferred compensation programs, and the integration of such plans into your overall investment portfolio
  • Management of issues arising upon retirement, such as annuity elections, liquidation of company stock, rollover decisions, and timing of stock options exercises