Toggle contact info

12 Terry Drive, Suite 203
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.

Investment

MANAGEMENT

Tax

Planning

Financial

Planning

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 Oct
TOP 5 POTENTIAL TAX CHANGES UNDER A BIDEN PRESIDENCY

TOP 5 POTENTIAL TAX CHANGES UNDER A BIDEN PRESIDENCY

Planning is a huge part of what we do here at iNNOVA so we think it’s important to understand what to expect (and begin to plan for) if there is a change in the White House after the upcoming election.  Everyone should be familiar with […]

Read More
Read More
27 Oct
Election Day is Coming! Should You Make Portfolio Changes?

Election Day is Coming! Should You Make Portfolio Changes?

One of the most common questions our advisors have been asked in the past couple months is: Should we be moving our investments to cash due to the upcoming election? And while our answer consistently has been that this election carries a tremendous amount of […]

Read More
Read More
27 Oct
Negative Rates: What do they mean?

Negative Rates: What do they mean?

In early March 2020, amidst the realization that the Coronavirus pandemic was going to remain a major medical, social, and economic health risk, the US Federal Reserve slashed the fed funds rate target to 0-0.25%. Investors were then soothed by Fed guidance in June that […]

Read More
Read More