Retire with intention
Whether you are several years away from retirement or ready to transition out of your career, our team helps you plan how to replace your paycheck. As part of your comprehensive wealth management plan, our professionals are attentive to what you need in your retirement to maintain the lifestyle that you want and need.
It's about more than just living - it's about curating a life.
There are several factors to consider when it comes to planning your income, including Social Security benefits and Required Minimum Distributions (RMDs). With a major life transition like retirement, you won't want to get lost in the weeds. We will help you make sense of the details so that you can take that trip to Europe, fund your grandchild's education, or purchase another property.
Elements that Shore to Summit will help you consider for retirement:
Social Security benefits
Required Minimum Distributions (RMDs)
Factoring for inflation
Defined Benefit Plans