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Retirement Planning and Withdrawal Strategies

A common financial goal is to afford a comfortable retirement – but that takes planning. Retirement planning includes taking advantage of your saving and investing opportunities through the years, estimating your expenses in retirement and preparing to have enough money to cover those costs for your lifetime. It’s also important to have a well-planned withdrawal strategy, choosing the best, most tax-efficient way to access and spend your retirement savings. Tapping your assets in the right way, at the right time, will help you get the most out of them.

When you approach retirement, you may have questions about the money you’ve saved: Will it be enough? Will it afford you all the opportunities you hope to have, such as traveling and spending time with loved ones? After spending decades saving for retirement, you may even feel a little uneasy when it comes time to start withdrawing and living off that money.

There are many methods for withdrawing retirement savings and there isn’t a single approach that’s right for everyone. In fact, it’s usually a good idea to use a combination of them.

Retirement may start in the later stages of life, but the dreams of retirement start much sooner. By identifying and addressing retirement needs early on, you can increase your chances of realizing those dreams. Planning for both the accumulation and withdrawal stages of retirement requires consistency, discipline and careful consideration of tax implications. Together we can develop a plan that works for your unique situation so you can feel good about the future and enjoy the rewards of your hard work.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM, Placing business through Avantax Insurance AgencySM and Avantax Insurance ServicesSM. CA insurance # 0J20148. The Avantax affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services.  This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a Third Party and was not written or created by a Avantax affiliated advisor. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Investment ServicesSM or its subsidiaries. Avantax is not responsible for and does not control, adopt, or endorse any content contained on any third party website.