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Center for Wealth Management - Cincinnati, OH - 45245 - Wealth Manager - Estate Planning - Retirement - College Funds - Financial Planner - Portfolio Analysis - Annuities - Investments

Retirement Income Strategies

THE TWO PERIODS OF YOUR LIFE:

  1. The years when you go to work everyday for years but each day you work you slice off a piece of your income for your future. You take that money and invest in various savings plans (401(k), IRAs, 403b, Roth IRAs, Annuities....).

  2. The next stage is where all these years of saving money, staying focused and sacrificing today for tomorrow. Well Tomorrow is here. We will design a plan to take a slice of your savings each an every month so you can live off your hard earned savings.

Challenges during retirement:

  • Market loss
  • Pension Payment decrease
  • Government Social Security didn't take care of you
  • Life Challenge (Medical bills)

Having a plan of how/where you take income from maybe one of the factors of how successful you retire.