The Importance of Income Planning in Retirement

The biggest fear for most retirees is running out of money in retirement. No one wants to be forced to work again or have to closely watch every dollar they spend. That’s why income planning is a key component to an overall plan and it’s the topic for today’s show.

Whether you’re working, a pre-retiree, or retiree, this income discussion needs to be a priority so we’ll share some of the reasons why and help you better understand our process at the Transition Advisor Group. We’ll explain how we take your goals, needs, and desires and help construct an income plan that will last through retirement.

Here’s some of what we discuss in this episode:

0:00 – Intro

0:56 – Without an income plan, you don’t have a plan

2:02 – How many people have an income plan?

4:55 – Planning strategies

9:24 – Our process with clients

11:42 – Relationship

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Harrisburg Location

2000 Linglestown Rd.

Suite 100

Harrisburg, PA 17110
Phone: (717) 718-5790

Fax: (717) 618-3728

York Location

2550 Kingston Rd.
Suite 204

York, PA 17402
Phone: (717) 718-5790

Fax: (717) 618-3728

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Ed Slott's Master Elite IRA Advisor Group

Transition Advisor Group (TAG-PA) is a company that includes Transition Planning Associates - an insurance brokerage. our company provides retirement income planning expertise to individuals and businesses in Central Pennsylvania, plus licensed in Maryland, North Carolina, South Carolina, Virginia and Texas. Transition Advisor Group will help you potentially protect your assets, increase your income, reduce your taxes, provide growth with stability and income you cannot outlive. We, at Transition Advisor Group, partner with you to put all the proper income planning steps in place for a successful retirement.

Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.