Income Planning
As you engage in retirement income planning for your clients, the primary issue is, "How do we establish streams of income that can help a client live comfortably in retirement and last for his or her lifetime?"
There are also a number of sub-issues:
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Is the client saving enough?
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Are the client’s assets properly allocated?
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Have we identified sources of income that we are sure will last for life?
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Of the income we create for our client, how much will he or she keep and how much will be paid in taxes?
Resources
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The Retirement Strategies Group, subject-matter specialists with advanced degrees and designations such as CFA®, CFP®, ChFC®, CLU®, and JD, are ready to help.