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Retirement Income Planning

Retirement Income Planning

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

The Great Transition

The ultimate goal of retirement is to transition your life savings into a sustainable income stream that will satisfy both your needs and wants throughout retirement.

To be successful, we reassess the assets you have been saving and redeploy them in a way that will provide sustainable retirement income. During the Transition process we will help you create a strategy of income allocation among a variety of sources. Each source is designed to provide benefits for different objectives in all market conditions.

Asset allocation does not guarantee a profit nor protect against loss in a declining market; it's a method used to help manage risk. No strategy assures success or protects against loss in periods of declining values.

 

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Retirement Income Planning Objectives

1) Transition from Retirement Accumulation to Income Distribution

Effectively transition your retirement savings from asset allocation strategies to income allocation strategies

2) Determine your Income Withdrawal Percentage

Determine the percentage of your retirement savings that you can withdraw for income each year so your portfolio is sustainable throughout retirement

3) Identify Key Risks

Make sure your income stream is protected from the 7 Key Risks you will face during retirement

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.
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What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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