Retirement Income Planning is essential for pre-retirees. Retirement is a big milestone and is the beginning of a new phase in life. Instead of accumulating assets, you are getting ready to “flip a switch” and start spending your resources.

But what is the best way to maintain your lifestyle without running out of money? What is the best way to minimize taxes? Should you have a strategy for Social Security? What happens over time given different rates of return and different rates of inflation?

Development of a Retirement Income Plan can provide a roadmap and give you more confidence.