Retirement Income Strategies: Utilizing Multiple Sources of Retirement Income

Retirement Income Strategies: Utilizing Multiple Sources of Retirement Income

• Learn the different sources of retirement income.
• Define what cash flow is and the dynamics that can affect it.
• Understand the importance of taxes in retirement and how their absence can be a blessing
• Explore tax diversification as a way of stretching your retirement income.
• Consider how the different Social Security filing strategies can impact your income.
• Evaluate the ordering of when to take retirement income from different sources.