fbpx

info@metroplexwealth.com     817.601.5272

⌟ Retirement Planning

It’s not going to be your parents’ retirement – rewarded with a gold watch, a guaranteed pension, and health insurance for life. Retiring in the 21st century, pensions have become a thing of the past and retirement plans have changed, forcing pre-retirees and retirees to depend on what they have been able to accumulate to live in retirement.

Rising healthcare costs and historically low interest rates for fixed income investments, for instance, may mean that many of us may have to alter our retirement lifestyle expectations.  People are living longer and longer these days. In generations past, living past retirement age of 65 was less common than today. Planning to make sure your assets and income sources are there for your lifetime is essential today more than ever.

In years past, seniors would plan to live to their late 70’s or early 80’s. Today, you must plan to live into your 90’s. How much income can I withdraw during retirement and be comfortable knowing that I won’t outlive my money. That is the number one fear of people between 44 – 74 today. Outliving their money! There are strategies available that can ensure against living longer than expected. That doesn’t mean using all your available resources for these strategies. You must have an income plan.

At Metroplex Wealth we provide education and solutions to those who want to help ensure they will be able to live the retirement they deserve. Analysis of all potential income sources including Social Security compared with your potential retirement expenses is essential in determining how your retirement will look. Our software will run different retirement scenarios to illustrate the most cost effective and tax efficient ways to enjoy your retirement years.

Other Services