Retirement Empowerment for employees of Otis Worldwide Corporation
Testimonials are by clients of AdviceOne Advisory Services, LLC. Clients have not been paid for their testimonials. AdviceOne Advisory Services, LLC is not affiliated with Otis. Testimonials are not endorsed by Otis.
Jon Martin, Executive,
Legal, Otis Worldwide Corporation
Experience The AdviceOne Difference Collaboration. Expertise. Transparency.
- You will choose whether to incorporate future-based tax strategies for the ESOP.
- You will decide on an Asset Allocation suited to your actual retirement plan.
- You will select your ideal ratio of IRA to Roth IRA assets matched to your unique retirement plan.
Finally, you’ll get the candid advice you deserve.
Topics Include:
- The use of Roth for a six-figure-income retirement
- Matching Asset Allocation directly to your retirement plan
- Collaborative approach to your decisions
- How to plan to spend more while young in retirement
- An opportunity to ask questions of a fiduciary
Workshop neither sponsored nor endorsed by Otis Worldwide Corporation. Workshop sponsored by AdviceOne Advisory Services, LLC.
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