Twin Cities Retirement Group LLC BBB Business Review
Patrick Illies. Services.

Retirement Transition and Financial Planning


Patrick Illies. Retirement. Work Life.
 

Your retirement years should be the best of your life.  However, getting there can seem overwhelming at times. Numerous decisions must be made in a short period of time.  

What to do with your 401(k)?  Which pension option is best for you?  How do you navigate healthcare plans and Medicare, or attempt to maximize Social Security benefits?  Many questions must be answered that will have far-reaching implications.

Our primary goal is to develop the blueprint necessary to help you preserve and maximize your wealth, while generating the income needed to maintain your desired retirement lifestyle.

Our services include guidance in the following areas:

401(k) Plans: 
- Age 59.5 “in-service” rollovers. 
- Net Unrealized Appreciation (NUA) 
- Required Minimum Distributions (RMD’s) 
Traditional Individual Retirement Account (IRA) Rollovers
Roth IRA/Roth IRA Conversions
Pension Option Evaluation
Social Security Claiming Strategies
Retirement Cash Flow Management/Budgeting
Employer Stock/Stock Options/Restricted Stock Units (RSU's)
Estate Planning and Long-Term Care Referrals
Charitable and Legacy Planning
Health Insurance/Medicare Navigation