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
Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.
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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