Retirement Income Planning

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Planning for retirement has never been more difficult than it has been in recent years. Volatile markets, low yields and increased longevity have made it challenging to determine how much to save to ensure that you have enough to last through retirement. It has also highlighted the importance of having a plan for retirement income as part of a larger financial plan.

Planning how much income, what the appropriate withdrawal rate is and from where retirement income will come is as important as creating the nest egg in the first place! Retirement income planning maps out the annual and monthly cash flows necessary to fund your lifestyle and protects against portfolio volatility that may impair liquidity.

Aspen Family Office will discuss appropriate withdrawal rates, calculation methodologies and help to create a portfolio that safely and securely keeps you in the lifestyle to which you’ve become accustomed to. (click here to learn more about how different retirement income withdrawal strategies measure up)