Tax-Deferred Retirement Planners


Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

Serving our clients and helping them plan for the future and invest their money consistent with their objectives and risk tolerance are our primary goals.

At TDRP, we believe everyone should plan for a more secure tomorrow.  We, the professionals at TDRP, have the experience and expertise to help you!

We are committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you create a stronger, more secure financial future.

Serving, Planning, and Investing in Moore County (Pinehurst, Southern Pines, Seven Lakes), and in many states across the nation since 1966. 

We offer a full range of financial services, including:
   • Financial Planning
   • Retirement Planning
   • Tax Planning
   • Charitable Giving
   • Risk Management
   • Cash Management
   • Estate Conservation

 

SERVING. PLANNING. INVESTING.
Newsletters

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

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