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Newton, PA 18940

(888) 270-1574

info@myinnovawealth.com

Retirement Planning Services

Retirement Considerations

Although you can begin claiming Social Security as early as 62 years old, your benefit will be reduced unless you wait until your full retirement age (usually age 66-67 depending on when you were born). You can also delay taking Social Security until after your full retirement age to increase your benefit. Planning Social Security around your needed cash flow in retirement to create a consistent income is critical, and one of many things the iNNOVA Wealth Partners team can help you with.

Retirement Planning

A little known fact is that more people perish coming down Mount Everest than while climbing up.  The clients we normally work with have already traversed the mountain of accumulating their wealth and now face the challenges of converting their assets into an income stream through retirement, i.e. their descent down the retirement mountain.  This takes a different approach and different skills.  A sharp focus on risk management, longevity/income planning, and tax efficiency is required while generating higher returns at any cost becomes less of a priority.

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iNNOVA Wealth Classes

Sign up for our highly informative seminars taught by seasoned financial planners.
Each course provides real world information and tools to help simplify the complexities surrounding retirement, tax planning, investing and general financial planning.

Check back soon for virtual events!

27 Apr
4 Important Changes with SECURE Act 2.0

4 Important Changes with SECURE Act 2.0

On March 29th, the House of Representatives voted 414-5 in favor of the “Securing a Strong Retirement Act of 2022” or as it is better known, SECURE Act 2.0.  Next the bill will go to the Senate and if passed will expand on the SECURE […]

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17 Mar
Russia Could Default on Debt as Sanctions Cripple Economy

Russia Could Default on Debt as Sanctions Cripple Economy

The devastating war and humanitarian crisis in Ukraine continues to remain in the forefront of news outlets and in the hearts of individuals around the world. Russia has beenthe recipient of financial sanctions from the west, including freezing over $300 billion of foreign reserves due […]

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24 Feb
Monte Carlo Analysis: Are you using this powerful tool when planning for your future?

Monte Carlo Analysis: Are you using this powerful tool when planning for your future?

A few blog posts ago, we examined the 4% retirement rule of thumb. The 4% rule was based on William Bengen’s examination of every rolling 30-year period from 1926 to the mid-90’s. He found that during that time period, a retiree could withdraw 4% of […]

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