Nobody is born with the knowledge about the tax system and best ways to spend down retirement accounts in the correct order. There is so much to be concered with and we can help you over the bumps in the road.

At J Shinn & Associates, we make it our business to make sure that your retirement is successful and that the product mix is appropriate for your needs, while also paying attention to the many deadlines that you will face.

No two retirement plans are the same and each family brings to the table a unique set of circumstances we need to plan for. Between Medicare Claiming, Social Security Timing, and creating your individual spending plan, we can customize a plan for you that makes sense for your situation.

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We also have access to industry experts to help with your plan. We work with published IRA experts to bring that expertise to Your case where appropriate.