Why Retirement Income Planning Matters

Why Retirement Income Planning Matters

Creating income in retirement is very different from saving for it. 

Taxes, market changes, and healthcare costs can all affect how long your money lasts. Without a thoughtful strategy, it’s easy to withdraw too much, too soon - or miss opportunities to make your money work harder for you.

Turning Savings Into a Reliable Retirement Income

Retirement is a major transition. Instead of receiving a steady paycheck from work, your income must come from the money you’ve saved over time - your retirement accounts, Social Security, and other resources.

At Platania Financial, we help create a clear plan for turning these savings into income in retirement.

Turning Savings Into a Reliable Retirement Income

 

"What If" Planning Scenarios

Every family’s retirement story is unique - but many face similar questions along the way. Here are some examples of how thoughtful planning can help bring clarity to different situations.

 

Nearing Retirement

Jake, 54, and Cindy, 50, are married and nearing retirement.

Nearing Retirement

Jake, 54, and Cindy, 50, are married and nearing retirement.

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In Retirement

Tom, 67, and Margaret, 66, have recently retired.

In Retirement

Tom, 67, and Margaret, 66, have recently retired.

Read more

 

Nearing Retirement

Jake, 54, and Cindy, 50, are married and nearing retirement.

Nearing Retirement

Jake, 54, and Cindy, 50, are married and nearing retirement.

Read more

 

In Retirement

Tom, 67, and Margaret, 66, have recently retired.

In Retirement

Tom, 67, and Margaret, 66, have recently retired.

Read more

 

Nearing Retirement

Jake, 54, and Cindy, 50, are married and nearing retirement.

Nearing Retirement

Jake, 54, and Cindy, 50, are married and nearing retirement.

Read more

 

In Retirement

Tom, 67, and Margaret, 66, have recently retired.

In Retirement

Tom, 67, and Margaret, 66, have recently retired.

Read more