Distribution Amounts

Proper income planning can make or break a financial plan. The first step is to determine how much money is needed to live on. According to traditional planning, you can withdraw 3% of the account balance annually adjusted for inflation to likely not run out of money. So if you accumulated $1,000,000, you could withdraw $30,000 to start. The problem with that is that most people don't accumulate $1,000,000 and they can't live off of $30,000.


Fortunately there are ways to get a higher income from your hard earned money. By analyzing the assets you have acquired, we can create a customized income plan that will get you through retirement in the most efficient and effective way possible.

Retirement Concerns

Most retirees have multiple concerns and either not enough guidance or assets to remedy them. Here are some of the top concerns faced by retirees:


  • Running Out of Money
  • Having Enough Money
  • Health Care Costs
  • Long Term Care Costs
  • Protecting Assets
  • Inflation

The Solution

Contact us to understand how you can withdraw more money in retirement and protect against these major retirement concerns.