The number one retirement concern we consistently hear from clients is “We just don’t want to run out of money.”
What if you could make sure you would never outlive your INCOME, even if you ran out of money?
Bowen Wealth believes retirement planning for a consistent, steady, and diversified stream of income demands you position money for a purpose. Whether utilizing a fixed index annuity (FIA), dividend paying stocks, or real estate, all options should be on the table. We must consider the many filing strategies with Social Security maximization in mind. If you are lucky enough to have pension options, we must analyze all available choices, including pension drawdown. Beginning at age 72, the government requires you to start taking Required Minimum Distributions (RMDs).
Your retirement income plan should account for all of this in a detailed plan with insight on how and when to access your money. That way, you can spend with added confidence.
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5 Steps to Retirement guide.