Retirement Income Planning

Structuring your retirement income stream to accommodate your desired lifestyle along with contingencies.

Frequently Asked Questions

A: Some people have more money than they will ever spend, but most retirees are not in that position and, therefore, need a plan. Some people use spreadsheets, which can give a false sense of security because they assume a consistent return on investments each year. The best projections are created using retirement planning software that can run hundreds or thousands of scenarios, using randomized investment returns. This type of retirement planning will give you a range of outcomes, the most likely outcome, and the probability of not running out of money.

Retirement Income Planning