Demystify Your Retirement Income Outcome

You spend your working life building wealth to fund your retirement. Yet, when it’s time to transition from accumulating to withdrawing money (also known as the income phase of your financial security plan), you may feel uncertain about:

  • How much money you’ll actually need to cover your expenses
  • Whether your money will last
  • How much investment risk you should take as you approach retirement
  • How to customize your investments to your retirement date and risk tolerance
  • How to minimize your taxes
  • How to generate income within your portfolio
  • Where to start when building your portfolio
  • How to draw income from your portfolio tax efficiently

How much risk?

As we get older and closer to using our funds for income, many of us become more conservative and wish to take less risk. As you move closer to retirement, there are funds in the market that will automatically become more conservative, and with the help of a financial security advisor, can be customized to reflect your risk tolerance.

How can you create a monthly cash flow?

Knowing the amount of income you’ll have allows you to better plan your lifestyle. Consider an investment that helps you determine how much you’ll receive each month and allows you to defer tax on that income.

Talk to your financial security advisor today about how these and other ideas can help you effectively plan your transition from retirement planning to retirement living.

Disclaimer: Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This Demystify Your Retirement Income Outcome was prepared by Bradley Walton who is a Investment Funds Advisor at Walton Financial Group. a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.

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