Retirement Income Planning
Retirement planning involves evaluating your current financial situation and creating an accumulation strategy that will help to ensure a desired lifestyle in retirement. A thoughtful and successful plan put into place during your wealth-building years needs to address ways to maximize growth and tax-efficient distributions, as well as how to leave retirement assets to your family members in the future.
Saving for a comfortable retirement, however, is extremely challenging. Life expectancy is rising, while yields on savings accounts, CDs and bonds are at historically low levels. Therefore, implementing a well-structured, thoughtful retirement strategy is more critical than ever.
LIFE EXPECTANCY AT BIRTH
HISTORICAL CD INTEREST RATE (1984-2016)
Whether you’re in the early stages of the wealth accumulation phase or nearing retirement and need help planning an income strategy, we can help you map out a plan to ensure you have enough assets to enjoy a comfortable retirement.