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How to Structure Your Retirement Income to Last as Long as You Live
The retirement income management process requires a more defensive approach than most retirees realize, creating the need to go beyond managing assets and systematic withdrawal plans.
Due to space constraints, we are only able to provide an outline of our Six Step Process here, so please contact us for more detail and the full article.
Step 1: Estimating How Long It Will Last
Step 2: Identifying and Managing Retirement Risks
Step 3: Identifying Distribution, Tax and Estate Issues, and Opportunities
Step 4: Identifying Options for Addressing Gaps
Step 5: Converting Resources Into Income
Step 6: Maintaining, Monitoring and Updating the Plan
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