So you’ve saved all this money for retirement, now what? Well the easy part is over, you just had to put money away each month, but you don’t know if it will be enough. What if the market drops and I just retired? How is that going to affect my monthly distributions? How do I make sure I don’t run out of money?
Like it says above, the accumulation is the easy part. The tricky part is how to structure your distributions so you don’t outlive your investments while not sacrificing your lifestyle. You are not alone, we are here to help. We boil it down for you so you know where your money is, which accounts are for income, and which are for growth. The markets go up and they go down, but our process allows you to weather those short term blips and maintain your standard of living.
If you are nearing retirement and want to know more, please contact us today!