Retirement Income Planning
There is no retirement without retirement income. Whether you retire “cold turkey” or phase out over time, you need a plan designed to provide you the income required to support your lifestyle. Pulling money out of an IRA or other accounts without regard to the fluctuations in account value can put your retirement at risk. Tapping the wrong retirement accounts at the wrong time can cost you unnecessary taxes.
A well-designed income plan can optimize your retirement resources such as Social Security, pensions and annuities, retirement savings and home equity so that you can look forward to a successful and rewarding retirement, confident that you can have a dependable, rising income throughout your retirement.