Mackensen & Company Inc

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Fee-Only Financial Planning & Investment Management - NH, ME, MA

7. Managing Retirement Income
8. Retirement Assets Review

About Mackensen & Company

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Mackensen & Company is a fee-only financial planning and investment management firm in southern New Hampshire. As certified financial planners (CFP) working as fee-only financial advisors our only compensation is the fee paid by our client. We do not sell annuities, insurance, or commissioned products. We provide financial planning services and investment advice on behalf of our clients' best interest.

Financial Investment Ideas to Consider
If you have money invested in a traditional IRA, you may want to consider converting all or a portion of your account to a Roth IRA in 2010. The key difference between these two types of retirement accounts is that your traditional IRA funds represent future tax liabilities when withdrawn, whereas Roth IRA distributions are completely tax free.
Learn More about why Roth IRA conversions are so important in 2010

Have you taken full advantage of all the tax-saving opportunities available to you? Minimizing the tax bite on yourportfolio is an important determinant of your long-term investing success. If you have not maximized your IRA, 401(k), or 403(b) plan contributions, now is the time to make adjustments to your contribution rate at work or set aside funds for your IRA. If you are not sure how much you can contribute, here is a handy reference.

View Retirement Contribution Limits

Are You Prepared?

In our consumer-driven economy, it is easy for retirement planning to end up on the back burner. A recent survey published by the Employee Benefits Research Institute* found that only 44% of workers have tried to calculate how much they need to save for retirement. Another 44% have just taken a guess. Whats your plan?
Schedule a free consultation today.

* Employee Benefits Research Institutes 2009 Retirement Confidence Survey

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