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Planning For Retirement | Calamita Wealth Management We utilize secure technology platforms to serve clients beyond the Charlotte area, ensuring that distance is never a barrier to receiving expert financial guidance for your retirement planning needs We are a Charlotte, North Carolina, wealth management firm serving the local community and beyond
Charlotte Wealth Management: Your Premier Guide | Calamita Wealth Retirement Planning: Charlotte wealth management specialists use strategies to boost retirement savings and income They assist clients in making decisions about Social Security benefits, pension plans, and strategic, tax-efficient withdrawal strategies
Sample Financial Plan - Calamita Wealth Management Our financial planning is goals-based This means we help you develop a spending plan for your future goals and needs—pre- and post-retirement This approach allows us to more accurately predict your future spending needs and accommodate for how those needs will change over time
Case Study 3 | Calamita Wealth Management Customized retirement income plan outlining how to transition from a “paycheck” to living off investments and maximizing social security Tax projections and strategies for minimizing taxes throughout retirement
Atrium Health Employee Financial Mistakes | Calamita Wealth If you’re able to save above and beyond what your Atrium-sponsored retirement plan allows, consider making after-tax, non-deductible contributions to an IRA If you qualify for a Roth IRA, that’s one option
Wells Fargo Employee Retirement - Calamita Wealth Management Retirement income can come from retirement plans (which may include your 401(k) Plan and the Wells Fargo Cash Balance Plan), as well as Social Security retirement benefits, and other personal savings such as Individual Retirement Accounts (IRAs) and brokerage accounts