Relevant Products, Customized Services, and Team Dedication.
ReJoyce Wealth Management provides personal retirement planning services to clients in the Indianapolis area. We are devoted to assisting Indiana residents in their effort to reach their retirement goals.
This analysis will include a comprehensive review of your fixed investments, stocks, bonds, and mutual funds. It will also introduce the Know Your Investment model.
This will identify and analyze pension income. If no pension option has been selected yet, it will consider all options and help in determining the most viable selection, such as asset management, based upon individual circumstances.
ASSET ALLOCATION REVIEW
A very basic approach to financial planning involves a review of allocation based upon 5 major components: Age, Income, Net Worth, Risk tolerance, and Time Horizon. This is used as a starting point for the planning process.
ROTH IRA CONVERSION REPORT
The process of converting a traditional IRA to a Roth IRA can be extremely beneficial, or extremely costly if not analyzed and executed properly. Consider this service if you have qualified dollars and are interested in seeing the advantages and/or disadvantages of converting those dollars into a Roth IRA position.
QUALIFIED DISBURSEMENT REVIEW
This will consider the impact of stretching out your qualified dollars. This strategy can be beneficial in preserving the value of qualified plans as they are distributed to beneficiaries.
Learn how to potentially avoid the unnecessary tax expenses and pass more on to your loved ones by using our Estate Protector System.
When you pass your legacy on to your next generation your assets could have unexpected tax consequences that would reduce your retirement accounts. There are four primary categories of beneficiary who may lay claim to your assets when you pass away, namely, your heirs, charities, attorneys, and the IRS. If you are like most people and you want to maximize what you leave to your loved ones and charities, you may benefit by implementing the Estate Protector System.
How do you arrange all of your important documents into a logical and orderly system that is both convenient and easy to use? We organize your documents into three main categories, namely, Protection, Savings, and Growth. Within these three main categories, there are up-to nine (9) sub-categories. Now you can instantly retrieve each document. Gathering your documents for an annual review of your overall plan is no longer a chore. Everything is already together inside your portable file box.
ASSET CYCLE SYSTEM
Do you understand the specific purpose for each of your investment accounts and what exactly they are designed to accomplish? If you aren’t sure, you aren’t alone. Many folks feel their investment accounts are like a puzzle dumped out on the floor where you aren’t sure how it all fits together. Our Asset Cycle System can help you understand how each part of your financial assets fit together so you can complete your entire “financial picture”, including a look at potential future income streams.
TAX MINIMIZATION AND SOCIAL SECURITY ANALYSIS
This will identify how to minimize your taxes and coordinate your income with your Social Security benefits so that you can reduce the tax on both.
LOOKING FOR MORE?
Looking for information regarding Long Term Care Analysis, Life Insurance Audits, and Insurance Plans?
Our affiliated company, ReJoyce Financial, can help. VISIT REJOYCE FINANCIAL to learn more.