While you are working, the goal is to accumulate.  Where do you start taking money from when you retire?

There are many factors to consider when you start taking income in retirement.  Deciding when to take social security, what payout option to select on your pension, which account to draw from first?  These decisions can affect how you live in retirement, along with how your money will be passed to your heirs.  Taxes will play a key role in the decisions you make as well.  

Let us help you create a proper distribution strategy for you and your family.


Go back