Financial and Investment Services in Newport Beach, CA
Financial and Investment Services
Understanding income streams during retirement.
How much money will there be in your retirement plans and IRA’s?
How much income will that provide you?
How many years of income will that provide?
Will you run out of money before you run out of time?
These are all common questions surrounding retirement income planning. There are studies showing that a 4% withdrawal rate may not be the “safe” withdrawal rate that the financial press has lead everyone to believe.
We build strategies to help you understand how your retirement income streams can work and how you can potentially generate a greater income with a larger portion of it guaranteed through and combination of withdrawal strategies and product selection.
Please click here to download a White Paper published by Dr. Wade Pfau studying markets, withdrawals, and actuarial sciences.
949-247-3500
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Worldwide > United States > Newport Beach > Financial and Investment Services