{"id":9537,"date":"2022-02-08T13:30:37","date_gmt":"2022-02-08T18:30:37","guid":{"rendered":"https:\/\/abundantwealthmanagement.com\/?page_id=9537"},"modified":"2024-03-26T16:09:52","modified_gmt":"2024-03-26T20:09:52","slug":"retirement-income-planning-dallas","status":"publish","type":"page","link":"https:\/\/abundantwealthmanagement.com\/retirement-income-planning-dallas","title":{"rendered":"Retirement Income Planning"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"9537\" class=\"elementor elementor-9537\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2dcf4df7 elementor-section-content-bottom elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2dcf4df7\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;background_motion_fx_motion_fx_mouse&quot;:&quot;yes&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-43d80090\" data-id=\"43d80090\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-50699535 elementor-widget elementor-widget-heading\" data-id=\"50699535\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">retirement Income Planning, Dallas TX.<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-987e8e1 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"987e8e1\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-de3d65e\" data-id=\"de3d65e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7ef3423 elementor-widget elementor-widget-text-editor\" data-id=\"7ef3423\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\tAt Abundant Wealth Management, we believe that it is essential for those who are retired or nearing retirement to understand the best ways to navigate the complexities of planning and saving for retirement. When you work with an AWM advisor, you know you\u2019re working with a Retirement Income Specialist who understands the best ways to help you preserve your savings and turn it into a renewable source of retirement income.\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dea0dfd elementor-widget elementor-widget-heading\" data-id=\"dea0dfd\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Retirement Financial Planning<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-400bf07 elementor-widget elementor-widget-text-editor\" data-id=\"400bf07\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\tAs retirement advisors, we work closely with our clients to provide you with retirement planning advice that gives you the best chance of achieving your long-term financial goals. Our retirement planning services include strategies that can help you:\n<ul>\n \t<li>Generate steady income in retirement<\/li>\n \t<li>Minimize your exposure to market risk<\/li>\n \t<li>Maximize your tax savings<\/li>\n<\/ul>\nAlthough the growth-based financial strategies you used during your working years might have been effective in helping you grow your retirement savings, those same strategies could jeopardize your financial security in retirement. In our experience, the best way to avoid that risk is to work with a retirement consultant who can help you focus on income-based strategies designed to help you preserve your savings so you can use it as a source of ongoing income. \n\nUnderstand, this doesn\u2019t mean that you can\u2019t remain invested in the stock market once you near retirement. A certified specialist in retirement income can help you stay in the market with less risk by shifting your strategic investment focus from capital gains to stock dividends. \n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-804b3fb elementor-widget elementor-widget-heading\" data-id=\"804b3fb\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Retirement Income Process, Strategies, and Solutions<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9ffd0da elementor-widget elementor-widget-text-editor\" data-id=\"9ffd0da\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\tWe are committed to working with you to: \n<ul>\n \t<li>Create an effective retirement income plan to help you maintain your desired lifestyle throughout retirement.<\/li>\n \t<li>Identify retirement income needs and objectives and evaluate your current situation relative to those goals.<\/li>\n \t<li>Choose appropriate strategies to address income gaps.<\/li>\n \t<li>Evaluate taxation, estate issues, and other risks to the retirement plan.<\/li>\n \t<li>Prepare alternative solutions to mitigate plan risks.<\/li>\n \t<li>Choose appropriate strategies for monetizing assets over retirement.<\/li>\n \t<li>Integrate approaches, risks, products, and strategies to help create an effective retirement income plan.<\/li>\n<\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d54dcbb elementor-widget elementor-widget-heading\" data-id=\"d54dcbb\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Sources of Retirement Income\n<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cb776da elementor-widget elementor-widget-text-editor\" data-id=\"cb776da\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul>\n \t<li>Recommend the optimal Social Security claiming age appropriate for your situation.<\/li>\n \t<li>Choose the optimal retirement age.<\/li>\n \t<li>Choose appropriate uses of annuities.<\/li>\n \t<li>Evaluate sources of retirement income, including executive benefits, life insurance, benefits provided for federal employees, and planning for business owners.<\/li>\n \t<li>Understand the issues in building a retirement portfolio.<\/li>\n<\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-825df5c elementor-widget elementor-widget-heading\" data-id=\"825df5c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Managing the Retirement Income Plan\n<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ac5b62a elementor-widget elementor-widget-text-editor\" data-id=\"ac5b62a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul>\n \t<li>Choose a tax-compliant and tax-efficient strategy for planned withdrawals from tax-advantaged plans.<\/li>\n \t<li>Recommend the best health insurance options.<\/li>\n \t<li>Select a method for funding long-term care needs.<\/li>\n \t<li>Help with retirement housing decisions.<\/li>\n \t<li>Consider the ethical issues in retirement income planning.<\/li>\n<li>Create and manage retirement income portfolios appropriate for your individual situation.<\/li>\n<\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>retirement Income Planning, Dallas TX. At Abundant Wealth Management, we believe that it is essential for those who are retired or nearing retirement to understand the best ways to navigate the complexities of planning and saving for retirement. When you work with an AWM advisor, you know you\u2019re working with a Retirement Income Specialist who [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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