Retirement Income Planning
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:

- 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