Thinking About Retirement?
Retirement is one of life’s biggest milestones—but it can also bring big questions. How will taxes impact your income? When should you enroll in Medicare? What’s the smartest way to draw down savings? At Gleason Tax Advisory in Jamestown, NY, we help residents of Chautauqua County and the surrounding area create retirement plans that provide clarity, confidence, and peace of mind.
Why Plan Now?
If you’re planning to retire in the next 1–5 years, the choices you make today matter. From Social Security timing to healthcare planning, we’ll help you understand how every piece fits together so you can enjoy your retirement without financial stress.
👥 Who Benefits from Our Retirement Planning Consultation?
- You live in Jamestown, Lakewood, or anywhere in Chautauqua County and are preparing to retire
- You want to understand how Social Security and Medicare affect your income
- You’re concerned about taxes on retirement savings or pensions
- You want to protect your investments and reduce financial risk
- Rising healthcare costs have you worried about your budget
🛠 What We’ll Cover Together:
✅ Tax strategies for drawing down retirement income
✅ Medicare enrollment deadlines and cost planning
✅ Required Minimum Distributions (RMDs)
✅ How to avoid unnecessary taxes on Social Security benefits
✅ Estate and legacy planning considerations
🔐 Retirement Should Feel Secure—Not Stressful
The earlier you plan, the more options you have. Let us help you build a tax-smart retirement strategy that works for your goals, your timeline, and your peace of mind.
📅 Schedule Your Retirement Planning Consultation Today
Let’s talk about your next chapter—and how to make it everything you want it to be.
