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Plan Your Retirement

Plan Your Retirement

Did retirement sneak up on you, or have you been saving for retirement for the last 30+ years? Either way, we can help.  In retirement, there are no second chances and it is important to ensure that you will have guaranteed income for a 30-40 year retirement.

Retirement planning is naturally connected to estate and legacy planning.  Typically, you are structuring your estate so that you are taken care of while you’re alive, but you are also beginning to think about how your assets will transfer to the next generation.

At The Law Offices of Jeremy A. Wechsler, we can assist you in all facets of retirement planning. This includes:

  • Income planning
  • Avoiding or minimizing market risk
  • IRA planning
  • Long-term care planning
  • Saving on and minimizing taxes

Would you like a complimentary consultation on your retirement plan? During our consultation, we will learn about your needs and your particular situation. We can then develop an income plan that is tailored to your needs.

We use a combination of products, including securities, insurance products (life insurance and annuities) to ensure you have guaranteed income that you cannot outlive.

We also utilize advanced Retirement Planning Trusts to ensure a multi-generational legacy for your IRA’s and other retirement assets. This sophisticated tool allows us to ensure the IRA “stretch-out”, provide beneficiary asset protection, and ensure these funds are passed on directly to your loved ones over generations. Please ask us about this tool when you meet with us.

Retirement planning is more important than ever. We are living longer, and peace of mind is key. If you want to ensure you will have a dignified retirement, please schedule an appointment to talk about your retirement plan.

In 2011, Jeremy co-authored Solving The Retirement Puzzle With 4 Easy Pieces. You can get a copy of the book by clicking here.


The Law Offices of Jeremy A. Wechsler assist clients with Estate Planning matters in Willow Grove, PA as well as Abington, Hatboro, Dresher, Horsham, Bryn Athyn, Huntingdon Valley, Fort Washington, Jenkintown, Glenside, Oreland, Warminister, Wyncote, Ambler, Elkins Park, Flourtown, Philadelphia, Warrington, Cheltenham, Gwynedd Valley, Jamison, Feasterville Trevose, Richboro, North Wales, Blue Bell, Lafayette Hill, King of Prussia, Collegeville, Oaks, Phoenixville, Oxford Valley, Langhorne, Penndel, Bristol, Fairless Hills, Bensalem, Plymouth Meeting, Furlong, Philadelphia County, Bucks County and Montgomery County.

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© 2017 The Law Offices of Jeremy A. Wechsler | Disclaimer
2300 Computer Avenue, Suite J-54, Willow Grove, PA 19090
| Phone: 215-706-0200

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