Retirement Income Analysis
Retirement is about more than accumulating assets. A retirement income analysis can help you understand what you may need, where your income may come from and how long your resources may need to support you.
Accumulating Money Is Only Part of Preparing for Retirement.
Many people spend their working years saving and investing, but eventually the question changes from “How much can I accumulate?” to “How will this support the life I want in retirement?”
Retirement income planning considers how your savings, Social Security and other sources of income may work together to support your needs throughout retirement.
The goal is to give the assets you've accumulated a clearer purpose and direction.
WHAT IS A RETIREMENT INCOME ANALYSIS?
This analysis strives to answer the question. “Can you afford to retire?”
It is critical that you are able to answer this question before leaving service, wouldn’t you agree? You have been saving your whole career, but how do you know whether it is enough to see you through retirement successfully? By working with Bridge Wealth Strategies Inc., we will help you with a custom tailored Retirement Income Analysis for your family's unique retirement equation.
CONTACT US →OUR RETIREMENT INCOME ANALYSIS ANSWERS THE FOLLOWING 5 KEY QUESTIONS:
1. How much retirement income will we need?
Your projected year-by-year base income needs, discretionary income desires, and total income goal. Your Retirement Income Analysis includes the application of projected inflation and anticipated changes to expenses.
2. How much will we receive from Social Security?
Your projected income from Social Security benefits and the optimization of them.
3. How much is your income gap?
Your projected year-by-year base income gap and total income gap, revealing the amount of retirement income that must be generated by retirement savings.
4. How do we fill the gap using our savings?
Recommended position for your retirement savings to close your base income gap and achieve your total income goal throughout retirement.
5. How long will our income and savings last?
Projected year-by-year retirement saving balance based upon the exertion of proposed asset positioning out to age 100.
Retirement Income Is One Part of Your Financial Plan.
Knowing where your retirement income may come from is important. Comprehensive financial planning also considers the other decisions that can affect the retirement you are working toward.
Investments, taxes, Social Security, estate planning, insurance and legacy decisions can all influence how your retirement plan works over time.
Bring the Pieces Together.
Retirement income planning can be considered alongside the other areas of your financial life so individual decisions support the same overall direction.
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READ NOW →Give Your Retirement a Clearer Course.
A conversation with Philip can help you better understand your retirement income needs and how those decisions may fit within your broader financial plan.
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Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.
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Bridge Wealth Strategies Inc. is not affiliated with the US Government. The materials presented on this website are intended as an educational overview and are not intended to provide specific advice to individuals without further consultation.
Bridge Wealth Strategies Inc. does not provide legal or tax-accounting advice. Please consult with a qualified attorney or CPA for proper legal or accounting counsel.
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