Retirement Strategies

Whether you need assistance with a 401(k) rollover or you’re looking to build a personalized retirement portfolio, I’ll help you design an investment approach aligned with your comfort level and long-term goals. Together, we’ll create a strategy that supports both financial stability and peace of mind.

Questions About Your 401(k)?

If you’re unsure about what to do with your 401(k)—especially when changing jobs or preparing for retirement—I can walk you through your options and help you make informed decisions.

Benefits of rolling over a 401(k) to an IRA
Exploring Roth IRA conversion scenarios
Access to a wider range of investment options, added flexibility, and more control
Understanding required minimum distributions (RMDs) and the impact of sequence of returns
Ability to run Morningstar analytical reports for deeper portfolio insight

Understanding Your Pension Options

Pension decisions can significantly influence your retirement income. I can help you:

Evaluate different payout options based on your goals, including lump-sum considerations
Review and confirm that your beneficiaries are up to date and accurately listed

Social Security Guidance

Choosing when and how to file for Social Security can affect your lifetime benefits. I’ll help you make well-informed choices by providing:

Social Security break-even analysis
Review of spousal benefit options
Help understanding taxation rules and how Medicare Part B premiums may affect your income

Life Insurance & Long-Term Care Planning

I offer a variety of Whole Life, Term, Universal Life, and Graded Benefit plans—as well as Long-Term Care solutions—from trusted carriers. These options help you protect the people who matter most while preparing for future health and financial needs.

Questions? Call Konner Claywell at (860) 966-7016.

“Konner took the time to answer so many questions. He really took away a lot of the confusion of picking a plan. He's very patient and listens to all of your concerns.”