Retirement Planning - Income Strategies, Estate Planning, Tax Planning, & IRA Management
Retirement Years - Reaping the Harvest
What is it?
Retirement Prosperity™ when you’re reaping the harvest focuses on providing a reliable lifetime income stream.
At this stage we provide advice on …
How should I invest after retirement
What to do with my 401(k) once I retire
What to do with Traditional and Roth IRAs
How to generate retirement income
How to pay for long-term care
What estate planning document do I need
How to leave a legacy
The benefits of Retirement Prosperity™ planning at this stage:
Congratulations! You’ve crossed the finish line. However, retirement isn’t about set it and forget it one-time event. Retirement brings with it major changes to your lifestyle and finances. You no longer have a regular paycheck. You're now relying upon other income sources such as savings, investments, pensions, and Social Security. At this stage, it’s critical to ensure that your retirement portfolio is positioned to provide a reliable and dependable stream of income, but that it's also aligned with your retirement goals.
The retirement income planning process is not a “one and done” event. Having a copilot who can help you navigate the changing retirement landscape can pay big dividends. Your life will change, and your goals may too! Retirement shouldn’t just be about a set spending amount every year for life. It should be about helping you use the money you have to enjoy the best retirement possible.
It all starts with a free consultation.
Get started on the path to Retirement Prosperity.