Hixson and the communities along Chickamauga Lake include many long-time residents approaching or already in retirement, often with a pension, a workplace plan and Social Security to coordinate. The key questions are when to retire.
vIEW CASE STUDYPensions and TVA benefits: The Tennessee Valley Authority is a significant employer along the river north of Chattanooga. TVA employees plan around the TVA Retirement System and TVA 401(k) rather than federal FERS benefits.
vIEW CASE STUDYWe set the order of withdrawals from taxable, tax-deferred and Roth accounts and size a cash reserve so market drops do not force sales.
From Hixson, take Highway 153 south to US-27 south toward downtown and exit for the Southside.
The first conversation is complimentary, takes 30 to 60 minutes and carries no obligation. Meet at 101 W. 21st Street in Chattanooga or by secure video. Call (423) 664-0344 or [book online].