Retirement income
A monthly paycheck from savings, built with care.
Retirement income should give you a way to live now while looking after the person who may one day be living on their own.
The questions we work through
Income has more than one moving part.
- A monthly paycheck from savingsHow much to draw each month, and which accounts to draw from first.
- Social Security timingWhen each of you should claim Social Security, based on the rest of the plan.
- Required withdrawalsYour required withdrawals each year, handled by your client service associate so no deadline is missed.
- The surviving spouseWhat changes for the surviving spouse: income, taxes, and who to call.