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Retirement Planning & Rollovers

Our retirement planning feasibility study provides a clear understanding of what steps should be taken from this point forward, to help ensure that you accumulate enough capital to become financially independent, sooner rather than later.

GPM will assist you in rolling over 401(K) plans and other retirement accounts from former employers and other IRAs into a single IRA, where GPM can manage your retirement assets according to your long-term investment objective.

Rolling over your retirement assets into an IRA has many benefits including more investment choices and better estate planning options. In an IRA rollover, your assets continue to benefit from tax-deferral with no current income taxes.

We help our retired clients invest for predictable income to support a comfortable lifestyle.

Our retirement cash flow analysis determines the optimal order in which to withdraw capital from your various taxable and tax-deferred retirement accounts. GPM’s goal is to make the best use of your resources at retirement and minimize the impact of income tax.

GPM will help make sure that you take full advantage of 401(K) and other tax-advantaged capital accumulation opportunities available through your employer(s). We will evaluate the investment choices available in your 401(K) plan, all within the context of a well-coordinated investment plan.

We will consider whether you should use IRAs – both traditional and/or Roth.