How much money will I have monthly when I retire? Which accounts do I draw from first?
This is a common concern. Over time you have accumulated multiple accounts and keeping track of all those balances can make your head spin.
How we can help
Retirement income is the key to worry free retirement. We build out a plan that incorporates all income and expense items projected during retirement; a complete plan helps alleviate worry. We also develop a plan that optimizes which accounts to draw down first and which profits to take first to minimize tax implications.