What are the Retirement Income Planning Options?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Retirement Income Planning Options “There are five main options to achieve the cash flow you desire from your own assets: income only investing income focused investing. guaranteed income: life income annuity/guaranteed income products total return investing: diversified portfolio combination of the […]
What are the tax and withdrawal strategies for Retirement Income?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The following is an excerpt that describes retirement tax strategies. Tax and Withdrawal Strategies “This all sounds very complicated,” Mark commented. “How do you review the various tax strategies?” “First of all, you need a great accountant and CFP, and there […]
