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Preparing clients for retirement and presenting them with their first retirement checks from their investments is also gratifying. “Optimizing income by coordinating Social Security with retirement assets is important,” says Rita. Before clients file for Social Security, Rita meets with them to discuss Social Security claiming strategies that best suits them. She continues working with and monitoring their investments as they draw income during retirement. 

Long-term care planning for families is another service. “Our senior clients like to receive care at home as long as possible and these policies provide tax-free funds for these services,” Rita notes. “Long-term care protects our clients’ assets and allows them to have better control of their care.”

Rita knows that when people regard financial services as complex and confusing, they may miss out on many potentially rewarding financial opportunities–or take unnecessary risks and fail to adequately protect their assets. “I help my clients focus on their goals and priorities,” Rita notes. “When clients bring in senior parents or adult children for assistance in preserving family assets, I have the pleasure of serving different generations of the same family.”

Rita meets PBS IRA expert Ed Slott, CPA, at the Penn Mutual Convention in Nashville, TN. 

*Life insurance policies are subject to certain costs, limitations, and terms for maintaining coverage.  Accessing policy cash values reduces benefit amounts and can be received tax free provided the policy is not a modified endowment contract.