Retirement Planning- Living Off It

Because people are living longer today, than ever before, the possibility of going many years without working takes a thoughtful approach, diligent retirement planning and disciplined investing. Upon entering your retirement, or if you’re already retired, preserving your wealth and maintaining your lifestyle are likely among your highest priorities. Together we can collaborate on how best to integrate the distribution of various retirement assets like investment accounts, IRAs, 401Ks, pensions, social security, and other income. By closely examining factors such as the underlying investments in the retirement accounts, the varying tax impact of these income sources, and IRS requirements, together we can customize a strategy that addresses your individual and family situation.