Retirement Income Coach
Retirement Income Coach is in the Game Plan of Life. Our clients want us to help them accumulate the resources during the working period that will enable us to help them in the retirement de-cumulation period.
*RIC works with a “bucket” approach structured to meet your specific, individual financial needs;
*RIC knows that since 2008, Federal Reserve policies have made income generating from CDs and Government Bonds very difficult. Low interest rates have forced retirees to rethink what retirement cash flow looks like near term. RIC takes market conditions and forecasts into account with present and future personal financial needs in mind;
*RIC works to reduce client anxiety with smart planning and implementation of retirement decisions, including:
- Timing of retirement
- Allocation of financial resources
- Selection and Election of Employment Retirement Benefits
- Maximizing Social Security Benefits Long Term
- Social Security and Medicare Tax Planning
- Designing a spending map for our clients to choose Taxable accounts, Tax Deferred accounts, Federal Income Tax-Free Income, and Non-Taxable Accounts
- Long-term Care Strategies
- Legacy Planning
Good planning and implementation provides clients greater peace and joy. So, if you or a loved one are trying to figure out retirement issues and how to navigate the challenging and complex financial decisions everyone has to make, call the team at
*RIC works with a “bucket” approach structured to meet your specific, individual financial needs;
*RIC knows that since 2008, Federal Reserve policies have made income generating from CDs and Government Bonds very difficult. Low interest rates have forced retirees to rethink what retirement cash flow looks like near term. RIC takes market conditions and forecasts into account with present and future personal financial needs in mind;
*RIC works to reduce client anxiety with smart planning and implementation of retirement decisions, including:
- Timing of retirement
- Allocation of financial resources
- Selection and Election of Employment Retirement Benefits
- Maximizing Social Security Benefits Long Term
- Social Security and Medicare Tax Planning
- Designing a spending map for our clients to choose Taxable accounts, Tax Deferred accounts, Federal Income Tax-Free Income, and Non-Taxable Accounts
- Long-term Care Strategies
- Legacy Planning
Good planning and implementation provides clients greater peace and joy. So, if you or a loved one are trying to figure out retirement issues and how to navigate the challenging and complex financial decisions everyone has to make, call the team at
RetirementIncomeCoach.com at toll free 800-338-4663
Head Coach: David Dahl
Fax: 844-423-2292
Email: djdahl@retirementincomecoach.com
Fax: 844-423-2292
Email: djdahl@retirementincomecoach.com
© Retirement Income Coach 2016