Retirement Distribution Planning
Objective: To ensure a stable, sufficient income throughout retirement while managing risks like longevity, market volatility, inflation, and optimizing tax efficiency.
How does Retirement Distribution Planning work
Take inventory
Listing and evaluating all available retirement accounts, savings, investments, and income sources to understand the total resources available for distribution.
Design Phase
Planning the timing and amount of withdrawals from various retirement accounts to ensure a stable income while optimizing tax efficiency while ensuring you don’t outlive your resources.
Implementation
Create a cash withdrawal plan which aligns with your financial goals and needs while staying flexible to accommodate unexpected life events.
Let us help you carefully design your withdrawal strategy so you can maximize your retirement income, minimize taxes and reduce the risk of outliving your savings.
