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Dorko Wealth & Estate Planning offers fully integrated estate, retirement, investment and business owner planning. We work with you to build a complete picture of all facets of your financial life.

Your Retirement Plan · Rollover Services · Estate Planning

Your Retirement Plan

When can I retire?

How long will my money last?

All of us have a retirement plan, at least in our heads. But few have actually taken the time to put their plan on paper, which leads to the important question: If your plan for retirement that you believe to be true, turned out not to be true – when would you want to know?

Most retirees have no experience with retirement. They fail to realize the financial impact their decisions.

For example, when you choose a pension distribution option at retirement, your choice is locked in for the rest of your life AND the rest of the life of your spouse!

Schedule an appointment today to discuss your financial plan.

Rollover Services

If you are changing jobs, retiring, or have been laid off, selecting a distribution option for your 401(k) plan can be a critical decision. Selecting the way you receive your distribution before evaluating all your options can be a costly mistake.

Your Rollover Analysis includes:

  • Exploring your distribution options
  • Deciding whether a rollover IRA is right for you
  • Avoiding the 20% withholding trap

Schedule an appointment today to discuss your rollover options.

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