Do you know when you should take Social Security or even how much income it will provide?
Are your retirement plan assets diversified and allocated properly?
Do you know what your tax rate will be in retirement?
Do you have a plan for generating and managing retirement income?
You’ve probably spent many years accumulating your wealth, so when you are approaching retirement, or in retirement, it’s important to have a plan for deccumulation that generates and manages income. Our unique liability driven approach considers the tradeoffs associated with four key income priorities (capital preservation, guaranteed income, liquidity, and growth) so you can have confidence in your strategy for accumulating and generating retirement income.
Learn more about how The Cowles Group can assist you with retirement planning.