Optimizing Your Retirement Income Plan (Ep.5)

Optimizing Your Retirement Income Plan (Ep.5)

You planned, invested it and it grew. Now it’s time to use those retirement dollars, but just like the accumulation phase, the distribution phase of your assets need a plan.

In this episode, Tom Selbo will give you insight on how he approaches retirement income planning and retirement distribution planning. He also explains the framework for the bucket strategy. 

Tom discusses:

  • Planning your guaranteed income for retirement
  • Guaranteed income vs the best growth for your portfolio
  • Using the bucket strategy as a guaranteed income source
  • And more

Connect With Tom Selbo:

Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Landmark Wealth Management Group and Thrivent Advisor Network, LLC are not affiliated companies. Information in this message is for the intended recipient[s] only. Please visit our website www.landmarkwealth.com for important disclosures.

 

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