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Social Security & Income Distribution Planning

Retirement income strategies may change over time and are highly personalized. We’ll work alongside you and guide you to understand your income distribution options. Together, we will explore key insights on when to collect social security, taxation of benefits, choosing among pension benefit options, all while managing risk to help you experience your retirement dreams to the fullest.

Setting your retirement and savings goals is important for financial confidence. Having a plan to fund the lifestyle you want in retirement is important. Your values, priorities, and hobbies may change as you switch from building your savings, to living off your hard-earned retirement dollars.

It’s important to consider factors such as:

  • Will my retirement income support my desired lifestyle?
  • Is my plan flexible to adapt to changes and unforeseen risks?
  • What sources of retirement income such as Social Security, pensions, or investments will be available to me?
  • When should I consider taking retirement income to minimize tax burden and enable the lifestyle I want?
  • Which accounts should I draw from next?
  • What age should I file for Social Security?
  • Which pension benefit option is best for me and my loved ones?

Social Security is a personal and complex topic with variables that are unique to your individualized retirement planning. It’s never too early to start creating an individualized strategy for retirement income, and Social Security income is an integral factor in your retirement plan.

Our team of financial professionals provide guidance to help you explore Social Security & income distribution strategies so you are able to think through these important considerations and make decisions with confidence.

To learn more about our services or to schedule an appointment: