Retirement planning can be challenging to navigate on your own. At I & E planning we recognize the sensitivity and level of importance this subject carries in a household. Social security is not enough for most people to sustain their standard of living throughout retirement. The AARP reports that running out of money is the #1 concern of most American retirees. We lay out options that help you be proactive, informed and confident with your decisions.
When you have accumulated a nest egg and you are ready to start taking income, then the rules of the game change. Understanding asset allocation for distributions is challenging and we are here to help you plan out what is best for you. We will guide you through a step-by-step process to build your retirement income plan after evaluating all options. Weighing the pros and cons of each you will end up with a plan that gives you the comfort you deserve.