Retirement income planning

Set Your Date

One of the first questions we ask our clients is: have you set your date? Deciding upon your retirement date is one of the most emotional life decisions you will make. If you are approaching retirement, or currently in retirement, we can play a critical role in defining your retirement timeline and planning your future income stream(s).

If you are in the accumulation phase of their retirement plan, your focus may be on reaching a certain ‘number’ or savings goal. Once the accumulation phase of retirement planning is behind you, however, an even more important phase begins: distribution. A properly designed retirement income strategy factors in taxes, age, and other considerations to help you decide when, how, and how much to draw upon your funds.