Retirement Income Planning

At some point, all of us will switch gears from saving for retirement to turning that savings into a retirement paycheck. Make sure you have a plan in place prior to making the retirement leap.  Plan early and plan often with the help a LPL Financial Advisor. You’ll want to make sure you’re maximizing and analyzing:

Client Centered
  • Your Social Security
  • Your spouse’s Social Security
  • Pension and 401K income resources
  • Traditional IRA and ROTH IRA income and growth strategies
  • Do you own company stock in your 401k?
    • Net Unrealized Appreciation (understand this potential tax savings rollover strategy)
  • Concentrated Stock Positions

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