RETIREMENT INCOME

Retirement Income

 

We help turn your nest egg into a reliable income stream.

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Our approach is backed by decades of academic research and helps:

 

• Keep your taxes low

• Reduce costs

• Maximize your investment return

• Lower portfolio risk

• Preserve your savings

 

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Taking all of your income sources into account, our approach helps to ensure that you don't pay more taxes than necessary. We coordinate Social Security, Investments, Pension benefits, Rental Income, Required Minimum Distributions, and more to make sure that your tax burden is fair and accurate.  We will work with you to develop a plan that fits your specific situation, and make sure that you don't pay more taxes than necessary.

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Why?

Tax planning is an important component of retirement planning. By maximizing deductions and credits, we can help you reduce the amount of taxes you owe and keep more money in your retirement nest egg. Additionally, by understanding the implications of Social Security benefits, capital gains, projected required minimum distributions and income taxes, we can plan ahead and make more informed decisions that can help avoid high tax brackets. Furthermore, we also consider strategies like Roth conversions and distribution sequencing. Through smart tax planning, you can ensure that their taxes remain low and your retirement savings remain secure.

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Want to learn more about creating income in retirement? Schedule a complementary call.