Retirement Income Planning

Retirement Income Planning has become a bigger challenge than ever while the amount of expertise available to those entering retirement is shrinking. Both American workers and their advisors put off their retirement income planning due to the lack of confidence in developing a coherent plan to provide a steady, predictable income stream throughout retirement years.

At LFIS we pride ourselves in our ability to discuss planning opportunities and potential pitfalls people may experience just before and during their retirement years.

     

Planning Strategies

  • Social Security Benefits
  • Systematic Withdrawal Strategies
  • Tax Diversification & Reduction
  • Funding Healthcare Expenses
  • Surviving Spouse Protection
  • Pension Option Election
  • Required Minimum Distribution Management
  • Managing Risks to Income Plans

Our proprietary Income Stool planning process makes retirement income planning decisions simple and plan implementation more effective. The Income Stool is available to less than 1% of financial advisors in the country and is offered exclusively through Level Four Insurance Services.