Picure of Cash Flow

Cash Flow

While you are working, you diligently save and accumulate assets. Most people know how to save to their 401ks and other accounts. But when retirement is around the corner, understanding how to safely spend from your assets tax efficiently is a complicated question. Have you ever wondered how you will live off your saved investments while accounting for other sources of income like social security, rental income, or pensions? Are the sources all optimized given your timeline and goals? Are you withdrawing as tax efficiently from your savings as possible? These are all the great questions I help answer when we complete an in-depth analysis of your cash flow projections for the first few years of your retirement.


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