Income Distribution/Exit Strategies
You have spent a great deal of time and energy saving for your retirement and now the time has come for you to enjoy the fruits of your labor. There are many ways to have access to your retirement savings. Let us help you figure out the best way to access your money.
Systematic withdrawals, annuitization, required minimum distributions or simply withdrawing a lump sum can have tax implications on your retirement nest egg. We will make sure that you do not make mistakes during the withdrawal phase of your retirement.