Tax-Fee Retirement Income Strategies
Because you deserve those golden years to be just that!
Financial Independence while not working
Think about what retirement really looks like for you. Is it traveling, spending more time with family, or finally having the freedom to enjoy life without a schedule? Whatever your vision, one thing is certain: without a retirement income strategy, that dream can quickly feel uncertain. Before retirement, you work hard for your money — but after retirement, you need your money working just as hard for you.
Survey after survey shows the same thing: retirees’ biggest fear is outliving their money. The truth is, making your savings last a lifetime takes more than just a plan on paper—it requires the right strategy, disciplined execution, and the ability to steer clear of the hidden pitfalls that can derail retirement.
Through our planning process, we identify your current needs, anticipate your future goals, and uncover potential challenges—then design a strategy tailored to help you achieve lasting fulfillment.
Why Planning is Essential
Many retirees shift their worries when reaching retirement age, from saving to generating sustainable income. Retirement should be about living, not worrying. Our strategies are carefully crafted to help ensure your money lasts as long as you do by:
Accessing Income Needs
Identifying the income required to sustain your ideal lifestyle
Optimizing Withdrawal Strategies
Identifying the best assets to draw from first to maximize gains and minimize taxes
Predictability & Growth
Choosing between stable, predictable income and potential for higher returns to match your comfort level and needs
Steps to a Strong Retirement Income
Discovery Meeting
Once introduced to your advisor, we get a detailed picture of your current financial situation, retirement goals, and expectations. This will include evaluating your income sources, expenses, and any potential shortfalls.
Strategy Development
Based on your needs and current situation, we create a tailored income strategy that outlines when and how to draw from your assets. This plan includes options for both predictable and potential income.
Implementation & Monitoring
With your plan in place, we help you implement it effectively.
We also provide ongoing monitoring to adjust your strategy as your circumstances and market conditions change.
Let us Work For You...
Let us Work For You...
Secure Your Financial Future...
Secure Your Financial Future...
Start Living...
Start Living...
Retirement Challenges
Our strategies are all built to address unforeseen challenges such as:
Healthcare Costs: Planning for potential long-term care and medical expenses.
Market Volatility: Developing strategies to protect your income during market downturns.
Inflation and Taxes: Ensuring your income keeps pace with rising costs and tax obligations.
Loss of Income Due to a Spouse’s Death: Adjusting your plan to maintain financial stability.
Let us take a look and show you how you can overcome these challenges.
Contact us
Let us know if you have any questions or are wanting to see how our strategies can help you secure your financial future!
Info@evergreenwealthandco.com