Retirement income strategies

Securing Income During Your Post-Professional Chapter

Where will your retirement money come from? If you’re like most people, qualified retirement plans, social security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement income sources.

Outliving your money in retirement is a real risk that many people fail to consider when planning for their financial future. Modern advances in science and technology contribute to longer lives with the help of a healthy lifestyle, and while living longer is everyone’s main goal, running out of money in retirement can be a serious strain on your health.

Our team of financial professionals at Pathway Wealth Advisors can help you identify every risk posed to your financial plan. We are determined to deliver effective and efficient strategies to each of these risks that will help your financial future thrive. We understand that you have a specific vision in mind for your retirement, and we want to do everything we can to help you reach those dreams. At a minimum, every retirement plan needs a variety of income streams, sufficient tax management, careful risk management, and thorough estate planning. We are committed to providing you with these services and more as one of our clients. Please take a moment to consider all of the retirement income planning services that we offer, which are listed below.

Retirement Services We Offer

  • Income Stream Sources
  • Tax Planning 
  • Retirement Transition Coaching
  • Portfolio Design & Management
  • 401(k), 403(b), IRA, Roth, and Other Employee Sponsored Plans
  • Required Minimum Distribution Strategy
  • Income Distribution Management
  • Survivor Assistance
  • Interim Health Insurance
  • Social Security Guidance
  • Medicare & Medicare Supplements
  • Long-Term Care Planning
  • Life Insurance
  • Investment Strategies
  • Estate Planning
  • Charitable Giving
  • Legacy & Inheritance Strategies

Our retirement income planning strategies are designed with you in mind to help you pursue your financial goals at every stage of your life. Our team only wants to see you succeed, so we are eager to hear from you and get started on developing your financial plan. Contact us today to learn more about how we can help.

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