Generating Income

If you want life to enjoy the same lifestyle after you retire, it’s important to develop a retirement income plan. Typically, these plans estimate the amount of income you’ll need to live comfortably during retirement, and identify the sources of income that may be available once you retire. Some of the issues that must be considered when deciding how to generate an income in retirement include:

Your age and that of your spouse
Tax treatment of the distributions
Legacy planning goals

If you would like to learn more, please contact my office by calling 1-914-725-8790 or sending an e-mail to [email protected].