Retirement Income Management
People Who Would Rather Not be Bothered.
Retirement income management can be distilled down to:
how much to withdraw from each savings account to achieve its spending budget.
- Round up the two or three documents listed below,
- Fill in the form below
- Ask the Optimal Retirement Planner (ORP) to
maximize amount of money available for spending this year.
|Retirement Income Sources
- Guaranteed income - (e.g. Social Security Income,
pension income, annuities) Once you enter retirement
you have little influence on the size and frequency of
this income source.
- Savings withdrawals ( IRA, Roth IRA, the taxable account).
The size and frequency of savings withdrawals are completely
under your control.
Amounts are in thousands of dollars
(example: For $10,000 ,
enter 10 into the box)