You’ve worked hard to accumulate your savings...but how do you generate income from your accounts?
Which account do you spend from first?
When can you stop working? How long will your money last?
When should you take Social Security?
All these uncertainties can take the joy out of your retirement.
With a Retirement Alpha Plan you’ll have a personalized strategy that includes all of your retirement resources thoughtfully integrated into recommendations on how to most efficiently generate income, including the following elements: