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Retirement Plans

“What type of retirement plan is best for my business?" “Should I convert to a Roth IRA?" "Can I afford to retire next year?” The topic of retirement generates more client questions than any other aspect of our business. Gone are the days when retirement meant a gold watch, pension benefits, and health insurance for life. Saving for retirement is now a personal obligation, but the Partners of ChartHouse Capital can help you to prepare.

In addition to managing corporate and personal retirement accounts, we are glad to consult on your employer sponsored plans. Send us your 401K statement, and we will review it for you as though the assets were held at our firm.

Our site contains some useful retirement planning calculators in the Resources Tab, under the heading: Financial Calculators.  Don't miss it.