Retirement Income Distribution
Helping to make sure you have enough money to continue your journey during retirement.
Retirement income distribution is about creating multiple sources of income that allow you to achieve your lifestyle goals during retirement. Whether it is fixed expenses or new retirement expenses, having multiple streams of income gives you the flexibility and security you are looking for.
Landmark utilizes a bucketing approach to match investment risk with timeframe solutions that offer protection in volatile markets. The bucketing strategy helps to reduce the risk of outliving your assets by using separate buckets for income, preservation of assets, and growth.
The bucketing strategy is different for each individual. Our team works to build a bucketing strategy that specifically fits your investment risk tolerances, objectives, financial planning goals, and more.
We will recommend how to utilize a partial Roth conversion when appropriate.
Required Minimum Distributions (RMDs) RMDs are simply defined as an allocated amount an account owner has to withdraw from their retirement account.
Socail Security, annuities, and pension payments are common forms of predictable income.
A Qualified Charitible Distribution (QCD) is a distribution from your individual retirement account (IRA) to a qualified charity.
Try our free Retirement Readiness Calculator and find out where you stand today.