Retirees: how should you actually fund your month-to-month retirement expenses?
You may have done a great job accumulating assets – but how will that money be distributed over the course of your retirement? You don't want to be confused about how to actually fund your retirement, especially if you could lose money without even realizing it.
As financial advisors, we get these questions from our clients all the time. Should you pull money from your IRA first? Or 401(k)? What about the rental property? Cash? Other buckets?
When we get these questions, we give our clients a Retirement Distribution Report.
We analyze their assets, identify which buckets might be best to pull retirement income from, and give them a plan for how to do so based on their retirement needs.
For the first time, we're offering this custom Retirement Distribution Report to near-retirees and retirees across the country – and it's completely free.
All we need is a 30-minute phone call to gather the data for your own Retirement Distribution Report.
Once we've completed the report, it's yours free.
This report is for near-retirees and retirees, with limited spots available. If you'd like retirement answers and want some clear direction on how to fund your retirement, schedule a time to get your Retirement Distribution Report right now.
Tucker Fahlen, Wealth Advisor
I'm Tucker, and I work with near-retirees and retirees across the country to get them the retirement clarity that they need most.
If you'd like your own custom Retirement Distribution Report, schedule a time for a phone call by clicking the button below.
You'll talk with me directly. After our call, I'll present you with your own Retirement Distribution Report.
No catch or commitment required.