Questions we're often asked:
- How long will my money last in retirement?
- Is my investment portfolio too aggressive? Are my assets positioned properly?
- How do I rollover my 401k? How do I consolidate my retirement accounts?
- What do I do with my pension plan? Should I take the lump sum or annuity stream?
- When should I begin taking Social Security?
- What is the most tax efficient way to drawdown on assets during retirement?
OakTrust will help guide you along the path to, and through, retirement. No matter where you are in life, we'll provide guidance and services to help you prepare for retirement on your terms.