We enabled a retired couple to give back and help family

A couple who had worked hard and saved for many years came to us after retiring for help with maintaining a sustainable income stream to substitute for the paychecks they had become accustomed to during their careers. They were happy to discover that we could also assist them in creating a legacy plan to have in place to benefit their family and the causes that are near and dear to their hearts.

Now that they’re over age 70½, we help them carry out a strategy for required minimum distributions (RMDs) and have also helped them plan to pay for college for their grandchildren. It’s gratifying to help them create the retirement they’ve been picturing for so long and help preserve their wealth.

The hypothetical example above is for illustrative purposes and is not representative of any actual experience. Individual results will vary. Withdrawals which exceed income will reduce the value of your portfolio.

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