IRA retirement guide Lynn Shepherd is a certified financial planner professional who specializes in helping conservative Ohio and Florida residents manage risk, protect assets, and create lasting income.
You will benefit most from Lynn's services if you are over 55, are planning for retirement, are recently retired, or have experienced a career transition. You are looking for objective advice about 401(k) rollovers, Roth IRA conversions, IRA distributions, and retirement-income planning. If you are single, widowed, or divorced, she has the insight and experience you are looking for.
"My focus is provide you with tax-efficient IRA distribution planning during your lifetime and IRA legacy planning for your loved ones," says Lynn.
Her SWAN360 process is designed to help you set your goals, reduce unnecessary risk, define your values, and control taxes as you prepare for and experience retirement.
Since 2004, Lynn Shepherd has served as a retirement planning and elder care instructor for the Ohio Treasurer's Women and Money workshops. In 2011, she was invited back to teach retirement planning for the expanded Ohio treasurer's financial workshop, now called Smart Money Choices.
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