Retirement Planning

Preserving your nest egg

“If you fail to plan, you are planning to fail” – Benjamin Franklin

Our goal is to preserve and help grow our clients’ assets that have taken years of hard work and sacrifice to build. We believe that the key to a successful retirement is proper planning.

With our meticulous analysis, we prepare recommendations on how to invest your money as well as provide tax planning strategies available to you. 

Whether you are a business owner in your prime earning years or an individual nearing or in retirement, we can help you work towards your financial goals through one or more of the following strategies:

Individuals

  • Traditional Individual Retirement Accounts (IRA)
  • Roth IRA
  • Tax Deferred Annuities
  • Guaranteed Income*

Business Owners

As a business owner, you may be looking to save any way you can. By starting any of the below mentioned retirement plans, you may be eligible for various tax deductions, save for your own retirement, as well as maintain a competitive retirement plan for your employees to retain top talent.

We will work with you and a Third Party Administrator (TPA) to ensure the proper set up and management of you retirement plan.

  • Simplified Employee Pensions (SEPs)
  • Savings Incentive Match Plans for Employees (SIMPLE IRA)
  • Keogh Plans
  • Profit-Sharing Plans
  • Defined Benefit/Contribution Plans
    • 401(K)
    • 403(B)
  • Employee Stock Ownership Plans (ESOPs)
  • Tax Deferred Annuities

Retirees

At Dahhan Wealth Management, we understand the many challenges that retirees face in managing their money. As such, we are here to help you create a plan for you to work towards these challenges by managing your risk, creating tax efficient income streams, and assisting you in transferring your wealth to your heirs while avoiding the costly and time consuming process of probate court.

  • Traditional IRA
  • Roth IRA
  • Tax Deferred Annuities
  • Immediate Annuities
  • Guaranteed Income *
  • High Dividend Equities/Funds
  • Municipal Bonds

*guarantees are based on the claims paying ability of the issuing insurance company

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