Retirement Income Planning

Once you have made the decision to retire, you will be faced with a new set of questions and challenges. It is not uncommon for individuals to experience fear in facing these questions. We are here to help you develop a strategy to transition from saving for retirement to spending your retirement savings.

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Retirement Income Planning During the Accumulation Years

Clearly, saving money for retirement is extremely important. Equally important is where you put that savings. In addition to helping plan for how much you need and the tax considerations of investment, we will help you take advantage of two powerful forces - the markets and actuarial science - to help you determine what vehicles will give you choice of several strategies when you get to your retirement date.

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Retirement Income Planning At/During Retirement

Once you have accumulated assets for retirement, we will help you determine how and when to distribute your savings to produce an income stream. As part of this, we will assist with:
- When to take Social Security
- Tax considerations of taking income
- Longevity of life
- How to address potential health care costs.

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