A smart, tax-efficient withdrawal plan makes a material difference in retirement
The message that you need to save for retirement is clear. But messages about smart ways to spend your retirement savings get lost in the clutter. We want you to have the peace of mind that comes with creating an actionable retirement plan for the next phase of your life.
There are lots of products like annuities or target date funds, and "rules of thumb” are not specific enough to craft a solid plan. So, how do you create a strategy? And, with all the different approaches, how do you know which strategy is best for you? How do you know your money will last? You need a customized strategy that helps you make the most of your assets.
Because we leverage the tax code, our sophisticated model provides a drawdown strategy that may allow your nest egg to last years longer by reducing the taxes you owe upon withdrawal.
We can help reposition your assets in the appropriate investment accounts to enhance your portfolio’s risk-adjusted returns.
We help you time your withdrawals and know where to take money from across your accounts and resources to generate income while maximizing your assets.
Is your current retirement plan smart? Compare and find out.
Don't take our word for it. Compare for yourself. Our innovative Retirement Benchmark™ report actually runs your current path to compare alongside our suggested path and several popular guidelines to help you find the strategy that will make your money last longest. We are not focused on product sales. We focus on helping you realize your goals through applying best practices in wealth management and implementing an efficient withdrawal strategy which may result in getting more years from your money.Learn more about our solutions
Ages 45-62: Not yet retired? Let us show you how making a few changes now can mean a big payoff later.
Ages 62-70: We can show you how to start confidently and finish securely with a tax-smart withdrawal strategy
70 and beyond: Already retired? We have tools and plans to help you stay in control of your retirementContact us and see how we can help you
Financial advisors focus on selling products. Brokerage firms don’t care about your taxes. CPAs care only about taxes. A smart withdrawal strategy requires expertise in all of these areas: financial advice, investment management, and tax planning.
At Retiree Income, we have a team of industry leaders encompassing all of those areas who work together to create for you the best possible retirement withdrawal strategy.We are the Experts
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This information is provided by Retiree Inc. for general informational purposes. Nothing in this website should be considered as a solicitation or a recommendation or advice to buy, sell or continue to hold securities or other investments, or take any specific action regarding any tax matters. Accordingly, certain of the securities and strategies referred to in the website may not be suitable for you; therefore, it is important that you consider the information in this website in the context of your own investment needs and objectives, including risk tolerance, investment goals and time horizon.
The data in the website is from what are considered reliable sources; however Retiree Inc. does not guarantee the accuracy, completeness or reliability of the information for third-party data. Retiree Inc. is not under any obligation to, nor intends to, update research commentary. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Examples provided are for illustrative purposes only and are not representative of intended results that a client should expect to achieve.
The information in this website is not intended to be a substitute for specific individualized investment planning advice. Advisory services are provided through a Retiree Inc. affiliate Retirement Benchmark LLC, a registered investment advisor in Kansas, Missouri, and California.