RETIREMENT INCOME
Maximize Your Retirement Income
We help University of Rochester professionals turn their nest egg into a reliable, tax-smart income stream for retirement.
Related retirement income insight:
Our evidence-based approach is built to:
Keep your taxes low
Reduce investment costs
Improve long-term returns
Lower portfolio risk
Preserve your savings for the long haul
We also coordinate all your income sources including: Social Security, 403(b)/IRA withdrawals, Required Minimum Distributions (RMDs), rental income, and more, so you don’t pay more in taxes than necessary.
Why does this matter?
It’s possible to end up in a higher tax bracket in retirement than while you were working. Proactive planning can help keep your lifetime tax bill lower and stretch your savings further.