Whether you are planning to retire or are already retired, Link Financial Services can provide you with strategic advice to either manage your existing finances or implement pre-retirement strategies to help you achieve your desired retirement lifestyle.
The following factors are generally taken into consideration:
- The time until your retirement
- Your desired lifestyle and goals
- Your retirement income requirements or expectations
- Your eligibility for Social Security pensions
- Capital Gains Tax Concessions for Small Business
- Any Termination Payments (Eligible Termination Payment and Rollover Relief).