Retirement Planning & Rollovers

Retirement Planning Feasibility Analysis

GPM's retirement planning feasibility analysis provides a clear understanding of what steps should be taken to help ensure that you accumulate enough capital to become financially independent, sooner rather than later. 

Portfolio Income Optimization

Portfolio income optimization is used to determine how to best position assets for predictable income to support a comfortable lifestyle.

Retirement Cash Flow Analysis

Retirement cash flow analytics will determine the optimal order in which to withdraw capital from your various taxable and tax-deferred retirement accounts.  Our goal is to make the best use of your resources at retirement and minimize the impact of income tax.

401-k and Other Rollovers

GPM will assist you in rolling over 401-k and other retirement accounts.  Rolling over and consolidating your retirement plan assets has clear advantages, including more investment choices and active management by GPM.  In an IRA rollover, your assets continue to benefit from tax-deferral with no current income taxes.