The first rule of retirement income planning is to never run out of money. The second rule is to never forget the first rule. Retirement distribution strategies are unique to each individual/couple, taking into account their goals, needs and ability to handle risk. Without a regular paycheck, you need to create a consistent, sustainable income stream at the lowest cost. You must make sure that your distribution strategy is tax-optimized to avoid paying unnecessary taxes.
Required Minimum Distributions must be taken at age 70½.
Your "financial world" is unique and requires a firm that understands it's not how much money you have but how much you keep! We specialize in retirement income distribution where many firms focus on accumulation only. We make sure you don't run out of money with guarantees and not speculation!