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Retirement Planning

Retirement Planning in Jacksonville, Florida

Discuss Your Needs with an Estate Planning Lawyer: (904) 770-3141

Over the years, retirement planning has changed dramatically in America. Where it was once common for people to expect a pension after many years working with a company, the number of people who are enrolled in pension plans today has dropped significantly. Many people retiring today are faced with the reality that they will have to fund their retirement with the money they have saved, supplemented only by Social Security.

Retired persons have the burden of ensuring that their investments will produce at the same rate that money is spent to make ends meet. Because of this change in responsibility, it is of utmost importance for individuals to thoroughly and carefully plan for retirement. A Jacksonville elder law attorney at Owenby Law, P.A. is prepared to meet with you to discuss your financial situation and help you understand your options.

Don’t wait to start planning for the future. Call Owenby Law, P.A. for a free initial consultation at (904) 770-3141.

Understanding Your Retirement Planning Options

Are you ready to start planning for retirement? The estate planning attorneys at Owenby Law, P.A. can help you explore your options during a free, no-risk consultation. With so many tools available to you, it is important to determine which plan will yield the most beneficial results.

Some of the most common retirement plan options include:

  • 401 (k) retirement plan
  • Defined benefit pension plan
  • Roth individual retirement account
  • Individual retirement account
  • Qualified retirement plan
  • Keogh retirement plan

When Should I Start Planning for Retirement?

It’s never too soon to start thinking about retirement, especially if your employer does not offer a pension plan. Retirement planning should span the entirety of your adult life, and not simply when you are getting ready to retire. You will find that the more you do to control spending and maximize your income during your working years, the better off your situation will be in retirement.

Delegating some of this responsibility to an estate planning attorney can help ease some of the burden and ensure that you are fully informed of all possible options and strategies.

Taking steps to save money can be a lifesaver when it comes to unexpected obstacles in retirement, like medical expenses. It can also help you avoid tapping into assets that you would rather preserve. Keep in mind that when it comes to your estate, retirement planning is an effective way to make sure that you not only will have enough money to live off of, but also that there will be enough left over to provide for your family, friends, or favorite charity or organization after you are gone.

Take the first step today by discussing your estate planning options with Owenby Law, P.A.

Take the First Step – Call Owenby Law, P.A. for a Free Initial Consultation

Don’t wait until it is too late to start planning for your future. Our team of Jacksonville estate planning lawyers are well-versed in all aspects of estate planning, retirement planning, and complex elder law matters, so you can feel confident entrusting your case to Owenby Law, P.A. Our goal is to help you ensure that you have everything you need for a happy and satisfying retirement. After years in the workforce, you deserve it!

Contact Owenby Law, P.A. today to learn more about your retirement planning options.

How Can We Help?

  • Meet Your Legal Professionals
    We put the time and care into your case that it deserves, and we are here to guide you through this process.
  • Handling All Aspects of the Legal Process
    We are the reputable and reliable law firm you need on your side during your legal matter. We handle all types of cases!
  • Answers to Your Legal Questions
    The legal process can be daunting, and we understand you may have questions. Review our FAQ page to find helpful answers.

The Benefits of Hiring Owenby Law, P.A.

Owenby Law, P.A. is here to help you get the results you need with a team you can trust.

  • Free Initial Consultations
  • Successfully Handled Thousands of Cases
  • Backed by Over 20 Years of Experience
  • Personalized, Results-Oriented Representation
  • A Team of Compassionate Advocates On Your Side
  • Flexible Payment Plans Available