Many people are given a 401(k) or other savings accounts through their company. Do you know if your money is being well preserved here? If you have doubts, consider speaking with us about what is best for you. Rolling your assets from one savings account or plan to another one may be a great decision for you.

To learn more about retirement planning, contact Integrity Wealth & Financial at (608) 393-9909 and schedule a free consultation.

Long-term care is utilized when someone requires help with everyday living or has a severe cognitive impairment. These plans are often viewed as “too expensive” when there is no guarantee that you will even need one. However, many don’t realize that in addition to covering unforeseen costs, these funds can also be used towards things such as in-home nursing or physical therapy.

To learn more about long-term care, contact Integrity & Wealth Financial at (608) 393-9909 and schedule a free consultation.

We use a software called Social Security Timing that can help you optimize your Social Security claiming strategy. We can see the exact year and month that would be ideal to claim your Social Security. Plus, we’ll gain access to the specific amount that you will receive upon passing the earnings test. This can help increase your retirement value by up to $100,000.

To learn more about Social Security optimization, contact Integrity Wealth & Financial at (608) 393-9909 and schedule a free consultation.

With modern medicine constantly improving our overall health, people are living longer than ever. While this offers a better and longer standard of living for you to spend time with loved ones and do what you enjoy, the drawback is a greater likelihood of outliving your savings. Planning an income can ensure you live your golden years the way you want to.

To learn more about income planning, contact Integrity Wealth & Financial at (608) 393-9909 and schedule a free consultation.

Asset Protection
Protecting your pre-existing assets is the first step in any financial plan. We understand how volatile the stock market and the economy currently are and will work to ensure you do not lose any wealth. Examining each client’s situation and educating them about their options helps us make informed decisions together.

To learn more about asset protection, contact Integrity Wealth & Financial at (608) 393-9909 and schedule a free consultation.

Converting from a traditional IRA or 401(k) account into a Roth IRA could be beneficial for your retirement plan. Roth IRAs are tax-exempt, meaning it will not be taxed overtime. Additionally, one can withdraw funds whenever they need to, therefore, no early withdrawal penalty will ever be charged. These conversions are quite straightforward, an one could be right for you.

To learn more about IRA conversions, contact Integrity Wealth & Financial at (608) 393-9909 and schedule a free consultation.

Do you know if your money is being well preserved here? Rolling your assets from one savings account or plan to another one may be a great decision for you. We can discuss if this is a good option for you.

To learn more about RMD rollover, contact Integrity Wealth & Financial at (608) 393-9909 and schedule a free consultation.