Global Retirement Planning

 

Do you have a Retirement Plan or Pension with a former employer?  Do you know your investment options?  Do you know what the fees are currently – not only the administration of the plan but on the fund level as well?

Touchstone Advisory, LLC works with clients around the world to help them achieve their retirement goals and objectives. We offer a wide range of US and international options to establish Personal Retirement Plans that may improve your investment & currency flexibility, estate planning needs, and income flexibility.  Below are the main types of Personal Retirement Plans Touchstone Advisory can assist with:

  • Individual Retirement Account (IRA) – this is an option for United States workplace defined contribution plans such as a 401(k) or 403(b).
  • Self-Invested Personal Pension (SIPP) – this is an option for United Kingdom workplace Defined Benefit (Final Salary) or Defined Contribution plans.

Touchstone Advisory specializes in a wide range of US and International retirement solutions in addition to Personal Retirement Plans such as IRA’s and SIPP’s.  Please contact us to learn more.