Retirement Income

At the most fundamental level, retirement planning is about cash flow. At Norris Lake Retirement Planning we create tax efficient income strategies that are coordinated with your investment portfolio, Social Security and pension (if applicable).
Senior Man Planning Residential Building

What’s Your Plan To Create Sustainable Income?

When it’s time to say good-bye to your job, what’s the plan for turning your savings into monthly income that will last the rest of your life? How will you protect against MAJOR stock market swings which historically have occurred every 5-6 years? How will you hedge against inflation? How will you determine a safe rate of withdrawal to ensure you don’t run out of money? Retirement planning is the big picture strategy to manage these risks. We utilize a variety of strategies including asset segmenting (also known as bucketing), safe withdrawal rate research and Social Security maximization.

When a plan is established, we like to illustrate the first 5-10 years to help clients visualize the various sources of cash flow and the respective timing of each.

example cash flow table Warren & Suzie graph table

Start Your Retirement Plan Today With Our Free Assessment

Our free 3-step retirement assessment gives you the opportunity to evaluate our services before making a commitment.
Younger And Older Businessman Talking About Documents During Meeting In Modern Business Lounge