What does retirement look like to you? Does it include an activity you were not able to do while working? Travel? Charitable giving? Each person has a unique perspective on what retirement looks like for them as well as the goals they would like to accomplish.
As retirement approaches, common questions include:
- When does it make sense to draw on Social Security?
- Which withdrawal strategy should I use from my pension?
- When and how should I take my Required Minimum Distribution from my IRA?
- What is the probability that I will run out of money?
- How does health care work when I am retired?
- Should I change my investment allocation in retirement?
- Am I a candidate to use a Qualified Charitable Distribution to support my favorite charities?
Through in-depth conversation and using a variety of analytical tools, we can answer your questions and discuss your goals and dreams to build a plan that is tailored to you.
