“Retirement is not the end of the road. It is the beginning of the open highway.” – Author Unknown
Investably specializes in helping clients decumulate and enjoy a monthly retirement income stream by creating a strategy that may incorporate:
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Reducing long-term tax liability
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Optimizing withdrawal strategies
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Coordinating optimal social security strategy
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Allocating for healthcare cost assumptions
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Creating a greater source of tax-free income
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Minimizing Medicare surcharges if applicable
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Protecting inheritance for your loved ones
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Aligning a more tax-efficient charitable giving
Once we have created your optimal macro retirement income strategy,
we will design your personalized investment strategy to help extend your portfolio longevity
Watch A Brief 7-Minute Video on How We May Help You
Create Monthly Retirement Income
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Risk of outliving your assets
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Risk of not keeping up with inflation and increased healthcare cost
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Risk of investments being affected by the timing of retirement, market conditions, or more
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Actively managing risk and taking advantage of opportunities to de-risk when prudent
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Managing expectations of what you can anticipate having at each segment
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Managing fears that you may outlive your assets
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Living longer and potentially outliving their assets
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Wealth gap resulting in lower retirement savings
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Loss or reduced income due to caregiving
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More student loan debt
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Lack of equal pay
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Mommy-tracked in their professional careers
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Lack of access to capital in funding their businesses
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Subject to the Widow penalty