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Retirement Income Planning

As you approach retirement or when you are in retirement, one of your top priorities is income. Do you have enough? Is it adequate to sustain your lifestyle? How do you budget your income to last the duration of your retirement?

You may be looking at income from Social Security, qualified-retirement plans, personal savings, investments, and how the different elements of your retirement strategy will look in the long term. Once you determine how much money you may need in retirement, your next step is examining your income sources.
We at Oak Wealth Management can help you build a solid strategy based on your unique financial needs, circumstances, and goals—whether you are currently retired, approaching retirement, or you may simply want to plan well ahead of time.
Our goal is to ensure you are comfortable and confident that you are on the right track to achieving your retirement dreams.
Here are a couple of links with additional information:

Where Will Your Retirement Money Come From?

When Should You Take Social Security?

For your information, our financial professionals can help you with these types of retirement accounts:

  • 403(b), 401(k), 457 Rollovers
  • Profit Sharing Rollovers
  • IRA Consolidation
  • Roth IRAs
  • SEP IRAs
  • SIMPLE IRAs