Broker Check

Retirement Income Planning

Many of our clients who have retired or are nearing retirement want to know, “How can I avoid outliving my savings, reduce taxes and maintain my current lifestyle?”

At the Financial Center for Women, we understand the uncertainty in planning for retirement and will work with you on your unique plan from growing your nest-egg to distribution planning and execution.

We work with you to:

  • Develop a flexible and reliable income strategy with the ability to adapt to changes.
  • Provide information about tax reduction strategies, including strategies to potentially reduce taxation of Social Security, capital gains and loss harvesting
  • Optimize retirement plan benefits, including Social Security and pension distribution options
  • Advise on Roth IRA conversion strategies, when appropriate
  • Educate on proper use of estate planning tools, such as wills, trusts, powers of attorney
  • Assess current life, long-term care, health insurance, auto, home to look for opportunities for improvement or money savings
  • Formulate a disaster plan for potential pitfalls, premature death of spouse or a long-term care situation
  • Conduct annual reviews and make adjustments as needed

Have a question about your retirement planning or distribution strategy?

Thank you! Oops!