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Get Your Personalized Income StrategyTM

You could extend your retirement savings up to 10 years with Income StrategyTM. Income StrategyTM is a customized plan to create a personalized, tax-efficient withdrawal strategy so your money lasts as long as possible. It’s not an annuity. It’s not investing with more risk. It’s simply making wise decisions about factors you can control.

A personalized withdrawal strategy includes all of your retirement resources thoughtfully integrated into a plan with recommendations on how to most efficiently generate income. Your Income StrategyTM plan will:

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  • Give you confidence your savings will last
  • Save taxes
  • Minimize Medicare surcharges
  • Maximize Social Security
  • Reduce unnecessary fees
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Tax Savvy
Keep more of your money. Different kinds of savings plans are taxed at different rates. An Income Strategy™ plan shows you how to reduce taxes as you withdraw from savings.

Be ready for curve balls. Your life will inevitably experience change. An Income Strategy™ plan takes into account the known events you will likely experience and helps you be more prepared for the unknown events.

Make the most of your money. Our sophisticated technology leverages both tax expertise and sound investment management principles to make your money last as long as possible.

This information is provided for general informational purposes. Nothing in this website should be considered as a solicitation or a recommendation or advice to buy, sell or continue to hold securities or other investments, or take any specific action regarding any tax matters. Examples provided are for illustrative purposes only and are not representative of intended results that a client should expect to achieve. The information in this website is not intended to be a substitute for specific individualized investment planning advice. Advisory services are provided through a Retiree Inc. affiliate Retirement Benchmark LLC, a registered investment advisor.

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