The Single Most Important Element of the Ideal Retirement...

Never Worry About RUNNING OUT OF MONEY!!

Key Questions to Consider in Creating a Retirement Income Strategy:  

• What are your current fixed and variable expenses?
• How much portfolio income do you need today, and will that change?
• Is there income from other sources (Pensions, Social Security, etc.)?
• What percentage of your portfolio can you safely you withdrawal?
• From where should you first take income (IRA's or non-IRA's)?
• What are your best options to maximize your tax efficiencies?
• Are you utillizing the best options and strategies for your spouse?
• How much travel will you be doing, and do you see this changing?
• How important is it to leave a Legacy, and are you charitably inclined?
• Are you using the best way to invest your money given your situation?
• What inflation-adjustment should you be factoring in going forward?
• Is the amount of income you need calculated before or after taxes ?
• What is your tax bracket now, and what could it be going forward?
• Will your income be taxed as ordinary income or capital gains?

Local Advisor Connection- Assisting retirees locate qualified financial experts who can help determine how to create the optimal retirement income strategy.  View our Directory of Pre-Screened Financial Professionals for help in your local Area.