What is yours? Retirement distribution plan that is. Just as you had a plan to fund your retirement during your working years, you need to have a strategy to pull money out of your retirement accounts when you hit the golden years. Without a plan, you could run out of funds and still have plenty of life to live.
Putting together a distribution plan may seem obvious, but many retirees jump into their leisure years thinking more about vacations and volunteer opportunities than their cash allocation. You need to have a strategy and one that is specific to your lifestyle, your personality, and your needs.
Our retirement professionals will help you determine:
Without careful planning, you could wind up spending the bulk of your retirement savings before you even know it. But with a plan, you can enjoy the fruit of your labor for years and years. Allow our team to help you work through these questions so that you can rest - and play - to your heart's content. Retirement should be fun, and we’ll help get you there.