Living In Retirement
How do I replace my paycheck once I retire? What are the sources of my retirement income? What are my options with Social Security? Which accounts should I draw down first? How should I structure my assets to provide income and protect my portfolio from market volatility?
Now that you've built your wealth and are transitioning into retirement, you want your assets to keep working for you. Agnew Wealth Management works with you, side-by-side, to put together a retirement income strategy that gives you the confidence that your wealth will provide the lifestyle you've been looking forward to for years.
Providing personalized advice and guidance, we help to address a number of issues, including:
Determining how much income you will need in retirement
Identifying the sources of your retirement income
Considering when and how to take your Social Security benefits
Consolidating your assets with 401(k) and IRA Rollovers
Identifying health, life, and long-term care insurance needs to protect your retirement and family
Allocating your assets to help provide income throughout market cycles
Building your asset draw-down schedule and identifying which accounts to draw income from first
Monitoring your retirement income strategy and making adjustments based on your changing circumstances
Following the steps and guidelines set up in your estate, charitable giving and wealth transition strategies
Please keep in mind that rolling over assets to an IRA is just one of multiple options for your retirement plan. Each option has different advantages, disadvantages, investment options, and fees & expenses which should be understood and carefully considered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with employer-sponsored retirement plans. We recommend you consult with your current plan administrator before making any decisions regarding your retirement assets. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies