Broker Check

RETIREMENT INCOME AND DISTRIBUTION PLANNING

Client Centered

Even if you've worked and saved all your life, it may be overwhelming to figure out how to organize your assets to provide a lifetime of income in retirement.

At Sherpa Wealth Strategies, we help you navigate the following:

  • How to choose which pension option to take, including coordination of survivor benefits with other assets
  • How to allocate assets in retirements plans – IRAs, 401(k)s, 457s and 403(b)s – to provide a monthly or annual income
  • When to take Social Security benefits (link here to Social Security page)
  • Whether and when to convert assets in a traditional IRA to a Roth IRA
  • How to plan for the tax consequences of Required Minimum Distributions at age 70½
  • How to recalibrate your budget in retirement
  • How to organize your various assets and income streams into a comprehensive financial plan

Have a Question

Thank you! Oops!