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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.

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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!

28 Jul
Mega Backdoor Roth: Is It Available and Right for You?

Mega Backdoor Roth: Is It Available and Right for You?

The Roth IRA was originally established in 1998 through the Taxpayer Relief Act of 1997 and originally allowed investors the opportunity to contribute $2,000 per year. The benefit of the Roth IRA would not allow for an immediate tax deduction (unlike its Traditional IRA cousin), […]

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22 Jun
IRMAA & SSA-44: Navigating the Social Security Administration

IRMAA & SSA-44: Navigating the Social Security Administration

At the end of each year a large question mark looms around a key expense for households; health insurance premiums. For most, health insurance premiums can be managed by moving between insurance carriers, adjusting coverages, or even relying on government subsidies. But for individuals on […]

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18 May
Is Inflation Here to Stay?

Is Inflation Here to Stay?

With an unprecedented amount of liquidity added to the global economy by the Fed and other central banks after the COVID-19 lockdowns, many have warned of hyperinflation. There’s no doubt that prices are going up all around us. Home prices have soared and, with an […]

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