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Retirement Income Planning

A sound retirement income plan safeguards you for a long retirement, inflation, and market volatility.  It assesses the right amount to withdraw from savings and when to help you reduce the chances of running out of money.  A solid retirement income plan includes guaranteed income, growth potential, and flexibility, as the goals and resources require it.  This plan should prepare you for life's eventualities by combining income from multiple sources to create a diversified income stream, giving you a sense of reliability and predictability. This analysis includes:

  • Social security maximization
  • Income & expense analysis, based on a time horizon assessment
  • Provisional needs & inflation protection
  • Spousal plan
  • Longevity protection

What Does Your Next Chapter Look Like When Every Day Feels Like Saturday?

Resources

TIPS for Inflation

TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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How Income Taxes Work

How Income Taxes Work
A quick look at how federal income taxes work.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

mluke@revivalwealth.com  |  704-644-3540

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