Retirement Planning Ireland
Over the last 15 years we have been helping public sector employees plan for a more secure and comfortable retirement
Retirement Planning Ireland
- How to settle your AVC
- Investing in retirement
- Social Welfare Entitlements
- Managing your ARF or AMRF
- Last minute AVC
- Inheritance Planning
- Tax
- Pension Planning
Getting Started with Retirement Planning
Before Retirement
(5-10 years before retirement)
- Update you on your Superannuation Scheme and other entitlements
- Advise you how to fund your retirement in the most tax-friendly way possible
- Explain how tax affects your retirement contribution and benefits
- Explain your retirement options
At Retirement
(4-6 months before retirement)
- Provide financial advice on investment options available
- Advise you on how you can draw down your AVC/Public Sector PRDA
- Give you information on your social welfare and other entitlements you might have in retirement
- Advise you on how to get the most out of your retirement
During Retirement
- Review your savings and investments
- Advise you on drawing money down from your Approved Minimum Retirement Fund (AMRF)
- Inform you of any budget changes which may affect you
- Advise you on how to reduce your expenditure
- Give advice on estate planning