Need retirement income
planning help?

Planning without preparation can leave you feeling frustrated and confused. The Retirement Income Planning Checklist is a helpful starting point that can help you see what is involved in planning your post-paycheck years.

Enter your email below, so we can send you your guide.

This easy-to-follow checklist will cover 10 things to consider when planning your retirement income.

Plan for a long life

The life expectancy for retirees has increased since the Social Security Act was passed in 1935. There is a higher chance of retirees living to age 85, which means you’ll likely need more retirement income than previous generations.

You’ll learn more about life expectancy in the first section of the guide.

Taxes in Retirement

Depending on your marital status and your total amount of income, a portion of your Social Security benefits may be taxed¹. Putting pre-taxed dollars into an annuity could provide guaranteed income².

Learn more on page 14.

Distribution Strategies

Saving for retirement is only half the battle. Figuring out how you will utilize your savings once you retire is essential. This is when income distribution strategies come into play.

Learn why you should pay your basic needs and identify the gaps in your income first on page 16.

The checklist also covers:

Fluctuating housing market
Increased health care expenses
Role of Insurance Products in Retirement
Long-Term Care Assistance Plan
Social Security Benefits
Rule 72 and the impact of inflation

Are you ready to rethink your retirement income strategy?

Aligning your true priorities and assets will help support your personal goals and achieve the retirement you desire.

Get your retirement checklist!

¹This brochure is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan or arrangement. You are encouraged to consult your personal tax advisor or attorney.

²Insurance and annuity product guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services are offered through Michael Andersen Registered Investment Advisor, LLC d/b/a Andersen Wealth Management, a Maryland registered investment advisor. The firm only transacts business in states where it is properly registered, o

AE03166017C