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Financial Advisor Collegedale TN
Planning for North Hamilton County Households

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.

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Local Considerations

Pensions 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.

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Retirement income

We set the order of withdrawals from taxable, tax-deferred and Roth accounts and size a cash reserve so market drops do not force sales.

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Lake properties

Waterfront homes and second properties raise titling, insurance and estate questions, coordinated with your attorney and insurance professionals.

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Meeting in Chattanooga or by Video

From Hixson, take Highway 153 south to US-27 south toward downtown and exit for the Southside.

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Start with a Discovery Call

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].

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