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Tom Meaglia, ChFC®
Chartered Financial Consultant
AEP®, CLU®, MSFS
Investment Advisor Representative
CA Insurance Lic. #0567507
Meaglia Financial Consulting
2105 Foothill Blvd., #B140, La Verne, CA 91750
Toll Free: 800-386-3700
Bus: 909-593-6105
Cell: 818-681-8600
Fax: 909-593-6120
Email: meaglia@earthlink.net
Website: www.meagliafinancialconsulting.com
Planning for retirement involves estimating monthly income needs and determining which retirement funds to tap first. There are several general retirement income strategies to consider, but the key is to customize withdrawals to best fit your situation. Here are a few:
This is a “set it and forget it” method. It does not take into account other sources of income, such as part-time employment, or changing needs. This may be a good way to get a general idea about how much income your investments will likely generate, but when you are close to retirement, it’s important to build in some flexibility.
Work with your tax and financial professionals to create a a custom and personalized retirement distribution strategy that works best for you.
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Investment advisory services offered through Fusion Capital Management, an SEC Registered Investment Advisor. 9111 Cypress Waters Blvd., Ste 140, Dallas, TX 75019.
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