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Tag: Retirement Income

Asking the Right Questions

October 29, 2019

People say the only bad questions are the ones you don’t ask. That can be true, and asking bad questions likely won’t hurt you, but it is more important to ask the “Right” questions. In the last year, I met with a potential client who asked me a question I want to share with you. After some “get to know you chat” he asked me, “So, how are your results?” to which I responded, “Very high.” I could see the confusion on his face, so I just waited. As I will explain later, this had nothing to do with guaranteeing results.

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Creating a Tax Efficient Retirement Withdrawal Strategy

October 14, 2019

In working with my retired or soon-to-be retired clients, perhaps the most frequent question I am asked is “What is the best way to withdraw from my investment and retirement accounts in retirement in order to provide me my desired retirement income?” I believe they ask me this question because many of them have investments in a mix of different accounts with varying tax characteristics such as taxable investment accounts, IRAs, 401k or retirement plan accounts, Roth IRAs, and possibly real estate investments such as rental property. In addition to that, they may also have retirement income coming in from multiple sources and at different times such as Social Security income, pension income, and deferred compensation. If you are interested in increasing what you can spend in retirement and reducing the impact taxes have on your retirement nest egg, it is important to have a multi-year retirement income plan that takes into account the impact taxes will have on both your retirement income sources, and the withdrawals you take from your different investment and retirement accounts.

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Protecting Your Retirement Income from a Silent Killer

November 15, 2017

In talking to my clients about planning for their retirement income and building portfolios for their retirement, I find that many of them are concerned about stock market volatility and protecting what they have built over the years. What I rarely hear them mention is the silent killer of retirement income purchasing power: inflation.  

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Converting Retirement Savings to Retirement Income

March 29, 2017

You’ve been saving diligently for years, and now it’s time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to take a few steps first.

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Atlanta Financial Associates, LLC (“Atlanta Financial”) is a registered investment adviser offering advisory services in the states of Alabama, California, Florida, Georgia, Louisiana, North Carolina, South Carolina, Tennessee and Texas and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Atlanta Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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