Retirement Income Planning
Nearing Retirement? Make Sure You are Ready.
Retirement income planning can be tricky. Understanding if and when you can afford to retire leads to many questions. We will help you understand what questions to ask, where to find the answers and determine a plan to help you retire with confidence.
NOTE: It is perfectly reasonable to start using this service when you are within 5 years (or more) of retirement. Do NOT leave it until the last minute!
Understanding Your Retirement Expenses
How soon you can retire often depends on whether you can afford to do so. The first step in determining that is understanding your expenses. We treat your retirement like managing a business, as your expenses will determine how much income you need to have on hand.
Understanding Your Income Options
IRAs. 401(k)s. Pension accounts. Roth IRAs. Social Security. It can all be confusing, so we help you understand each account and the pros and cons each provide you as income. Additionally, it is critical to have to plan to make sure your money lasts as long as you do, so we help you create a distribution plan.
Putting Your Personal Plan into Action
After understanding your individual needs and sources of income, we will help devise a plan that can help you manage your retirement years with confidence. Additionally, we will help you understand the questions you should ask yourself every year to make sure your money lasts.
Schedule a Consultation
BeManaged is now available to provide you with a plan for your retirement by helping you determine an income strategy (turning your retirement assets into a retirement paycheck). Schedule a consultation by clicking the button to the right or calling us at (616) 871-0751 or toll free at (888) 738-8780.