Retirement Planning Pittsburgh

Planning the Retirement You’ve Envisioned

You know when you want to retire. You may envision what you would like your retirement to look like. At Allegheny Financial Group, we can help you discover the right way to bring it all into focus.


Our financial experts will help guide you to a solution that meets your needs today and your anticipated needs for when you leave the career world behind. Our comprehensive approach includes:

  • Developing strategies exclusively to your goals
  • Review of your current savings and investment strategy
  • “What if?” scenario planning
  • Minimizing the tax impact of 401(k) and IRA distributions
  • Projecting cash flows and discovering income streams in retirement
  • Optimizing payout options for a pension or other deferred compensation
  • Forming tax-efficient withdrawal and Social Security strategies
  • Exploring retirement savings options after maxing out your 401(k) or 403(b)
  • Analyzing Roth IRA conversions
  • Planning for bequests
  • Diversifying your savings for tax advantages
  • Managing your investments during retirement
  • Planning for medical expenses
  • Accounting for Medicare and long-term care insurance