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Once you've reached this phase of your life, constant vigilance and consistent improvements can help ensure you make the most of it. As you enjoy the rewards of a lifetime of success, we can help you construct a prudent distribution strategy and plan for any changes in the markets or in your life that might place you on a new course.

Depending on the precise nature of your needs and objectives, your plan may incorporate:

  • Accumulation and income-projection modeling. Understanding exactly what you need to retire comfortably and whether your current savings rate will be adequate is critical.
  • Distribution planning. Carefully planning – and timing – withdrawals is key to preserving your assets throughout retirement.
  • Employer-provided benefits integration. Employer-provided benefits, such as 401(k) and defined benefits plans, often form the core of retirement assets. Understanding how to most effectively integrate these benefits into your overall retirement-income strategy is crucial.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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