Retirement Income Strategy

Our Retirement Income Strategy is designed to answer the following questions for you:

• How much of your capital do you want to consume during retirement?
• How will longevity affect your financial planning?
• How much of a retirement can you afford?
• Which of your goals are achievable?
• What is the maximum rate at which you can withdraw funds each year without depleting your capital prematurely?
• What rate of return do you need to generate to sustain your optimum withdrawal rate?

This strategy may include the following sections:

• Goals and assumptions
• Net worth statement and projections
• Budget
• Cash flow projections
• Retirement projections and what-if scenarios
• Withdrawal rate projections and what-if scenarios
• An estimate of the rate of return required to sustain your safe withdrawal rate
• Professor Ulivi’s Eight Monitoring Decision Rules
• Other illustrations, for example: Required Minimum Distributions
• To do list and recommendations

To learn more about our strategies, please go to “Investment Strategy”