Charting a Course for Family Security

Retirement

Retirement Planning
 
1. General:
  • Always obtain copy of Agreement
  • Master the options under the Agreement
  • Review at age 70 and again at death
2. Income tax:
  • Defer tax during life
  • Continue deferral after death

3. Estate tax:

  • Reduce estate tax (Exemption Trust)
  • Defer estate tax (Marital Trust/IRA rollover)
     

Downtown Office

Pacific Guardian Center
733 Bishop Street
Suite 2357
Honolulu, HI 96813

Kahala Office

Kahala
1215 Hunakai St
Suite 209
Honolulu, HI 96816

Leeward Office

Newton Square
98-1247 Kaahumanu Street
Suite 221
Aiea, HI 96701

Windward Office

Kailua
1247 Kailua Road
Suite D
Kailua, HI 96734