#6 Goals- 10 Things You Need To Know To Plan Your Retirement Income

 In Financial Planning, Ozarks Live

#6 Goals- 10 Things You Need To Know To Plan Your Retirement Income

What are the goals for your retirement savings?  A vacation?  Income?  Growth?  The goals and purpose for your money need to be established by you and your family, not an adviser or friend.  A tool does not dictate the client, the client needs to be in control of the product or tool needed to accomplish their goals.

Planning your retirement income distribution is different than planning the accumulation of your retirement income.

Tools we would use to accumulate and grow your money aren’t necessarily the best tools to use for the distribution of your income.  Once a person retires they may no longer have several years for their money to recover if the markets go through a correction.   The retiree may need access to that income before the markets recover.

Tune into Bruce’s show on Tuesday for the 7th part of the 10 things you need to know to plan your retirement income series.

We are not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. We are able to provide you with information but not guidance or advice related to federal benefits. Our firm is not affiliated with the U.S. government or any governmental agency.  Investment advisory services offered through AE Wealth Management, LLC, an SEC Registered
Investment Adviser.

Visit our YouTube page for more videos 

Ozarks Live Logo

Recommended Posts

Start typing and press Enter to search