RETIREMENT INCOME PLANNING

We understand the unique needs and challenges faced by investors who are retired or about to retire. It’s important to structure your income in retirement with the goal to minimize taxes while optimizing income and growth potential.

Through comprehensive planning, we can help you prioritize your goals and develop a strategy that seeks to invest and manage your retirement assets.

Whether you’re in the accumulation phase or have already retired, a comprehensive strategy is critical to helping you:

  • Pursue retirement income needs, desires and expenses

  • Maintain lifestyle choices and priorities

  • Ensure that long-term aspirations are on track for travel, healthcare, estate planning, charitable giving and other goal

We can assist you with the following:

  • Retirement income strategies

  • Investment management

  • 403(b)/401(k)/IRA rollovers

  • Traditional and Roth IRAs

  • SEP IRAs

  • SIMPLE IRAs

  • Fixed and variable annuities

If you have questions about how prepared you are, or how long your income may last in retirement, we’ll be happy to meet with you to discuss your concerns and objectives. There’s nothing more rewarding than the confidence that comes with knowing that you’re on the right path to pursuing your important financial goals. To learn more:

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GWM ADVISORS, A REGISTERED INVESTMENT ADVISOR. GWM ADVISORS and HUGHES WEALTH MANAGEMENT are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: LA

GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.