Limestone Financial Group

CONNECT

Address:

Stephen M. Roth, CFP® Principal, Founder 59 Lincoln Park Newark, NJ 07102
Newark, NJ 07102

Phone:

201-788-4977

Fax/Other:

908.975.5161

Retirement Cash Flow

Retirement Cash Flow

 

 

 

Upon retirement you will have monthly expenses which could be highger or lower than when you were working. Depending on each person's unique situation you can have different places/accounts/sources that will provide the necessary cash flow.

 

 

 

We help our clients answer these kinds of questions:

  • What is the most tax efficient account to take money from to purchase it?

  • Is it your IRA accounts?

  • Will that be a taxable distribution?

  • What impact will inflation have on one's cash flow needs in retirement?

  • What kind of lifestyle can I afford to have in retirement, how many vacations can I take, and will I run out of money?

  • What will be left when I am gone?