Retirement Cash Flow

Retirement Cash Flow




Upon retirement you will have monthly expenses which could be higher 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?