Do you have a tax-efficient retirement income plan that maximizes your retirement goals? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to [ Ссылка ].

Do you ever feel like you have to fit your retirement into traditional retirement planning?

Shouldn't it be the other way around? Shouldn't retirement planning fit your retirement goals?

Retirement income planning is not a one-size-fits-all like your favorite hat might be...

It's extremely specific to the individual and family.

Here's a common way advisors model income - Take your income goal and simply increase that goal for inflation until your plan ends.

But what real-world scenario does this actually mirror?

Many retirees have changing goals through retirement. Some may want to begin the retirement transition by spending more in the early years while they are fully able.

Some may want to leave a specific legacy to the next generation but not more than a certain amount.

Traditional retirement income planning doesn't fit either of these common goals.

That's because traditional retirement income planning doesn't work.

In this Wealth Wednesday, we talk through how changing your retirement income distribution strategy can drastically change your retirement plan. We also adjust how you can create more retirement income through dynamic income strategies.

#RetirementIncomePlanning #IncomePlan #DynamicIncomeStrategies

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at [ Ссылка ]

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