Are you investing in a bright future? Trust Point will get you there quicker. With a full range of solutions, our team of experts will pinpoint ideal investment, savings and allocation opportunities that will grow wealth, so you can retire with confidence.
We specialize in all of the areas that will affect your wealth. From comprehensive strategic tax planning to family estate advising, Trust Point’s retirement services are focused on you, our client. Through our dedication to quality client service, we’re ready to provide you with a personalized financial experience.
-John Doe | Minneapolis
-John Doe | Minneapolis
Retire with confidence - Trust Point will help.
We’re committed to helping our clients navigate the often complicated financial implications that retirement brings. We use a mixture of professional expertise and state-of-the-art tools to help you build a realistic retirement plan that meets all of your objectives. When we have a complete understanding of your financial goals, we’ll build a portfolio that works for you. Contact Trust Point today to see how we can help you retire with confidence.
Retirement Planning Services
Retirement can be a stressful phase of any person’s life. Trust Point is here to make it easier for you. To plan your future, a strong retirement plan is critical. We can help you figure out how to plan properly so you can focus less on finances and more on living your best life.
What We Do
For more than a century, Trust Point has provided a full range of financial and advisory services to individuals, families, businesses, and charitable organizations.
We are uniquely positioned to offer the highest level of sophistication and professional expertise with genuine personal service.
We are guided by the fiduciary standard in which we put client’s best interests first and follow one simple philosophy, in doing what is best for our clients, we will be doing what is best for Trust Point.
Want to get your retirement plan in motion? Reach out to us today
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Any amount of money will do. The earlier you start saving, the more time your money will have to grow. Therefore it’s best to invest in your retirement fund early.
The amount of money you need for retirement will depend on your individual financial and lifestyle situation. For example, some people may want a large nest egg to travel the world once they retire; yet, others may be perfectly fine sticking to a slimmer budget. In general, you should add up expected retirement income, including social security, pensions, dividends from investments and asset allocation, etc. Subtract all expected expenses, from your mortgage to taxes to food, and everything else you need to budget for. This will give you a good idea of how much you’ll need for retirement.
A 401(k) is a retirement savings plan sponsored by an employer. It lets workers save and invest a piece of their paycheck before taxes are taken out. Taxes aren’t paid until the money is withdrawn from the account.
Although the recession caused many people to rejoin the workforce, most Americans typically retire between the ages of 62 and 68.
A retirement advisor can help calculate all of the numbers to ensure you’ll always have enough money, as well as pinpoint opportunities where you can preserve and grow your wealth.
To get started, reach out one of Trust Point’s dedicated service representatives today. Call us at 800-658-9474 or you can fill out a form on our contact page. We look forward to discussing your retirement goals!