Retirement Income Planning
A worry-free retirement is all about managing cash flow. A successful retirement income plan should provide predictable income that has the opportunity to grow over time.
We believe prudent retirement income planning is often overlooked today. Instead, clients are advised to liquidate a fixed percentage of assets each year to fund retirement expenses, commonly referred to as “the 4% rule”. Clients have expressed to us that this leaves them uncertain of what life-style choices they will have to make in order to keep from running out of money.
A successful retirement should be
“True wealth is doing what I want when I want. If I can do that, then I am wealthy”. J.D. Roth
This material is for informational purposes only and does not constitute a direct offer to buy or sell any investment. Because investors situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation. There are risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies