Retirement Income

It’s a question we hear all the time… Where exactly does my money come from in retirement?
It can be confusing, because once you retire you no longer have that “paycheck” each month. You also have new tax implications to take into account.
There’s definitely a learning curve - one in which Mahler Wealth Management is well-versed.
The fact is, you can choose how and where to pull your money from in retirement -
And you might have a lot of options - 401(k)s, IRAs, real estate or private business investments, maybe a pension, and Social Security.
But don’t let all of that make your head spin. We’re here to help you navigate all of that in a strategic way - to maximize your investments while minimizing your taxes.
So how does the money get to you? We handle that too.
We can deposit money directly into your bank account on a monthly basis similar to that “paycheck” you got for so many years. Or we can send it annually, it’s all up to you.
We work through the numbers based on what you have and what you need - and create a plan through our Goal Planning and Monitoring Program or GPM.
The plan is customized based on what kind of lifestyle you’re looking to live in retirement - Maybe you want to travel the world, stick closer to home, or keep working on your terms.
The truth is, there's the science to crafting a plan for your retirement - and then there's the art. We understand both. It’s what we do.
At Mahler Wealth Management, we bring clarity and confidence to your finances so you can focus on living your best life.
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