How Will You Manage Your Retirement Cash Flow?

Many people think of retirement planning as saving enough money to live the lifestyle they’ve envisioned and do the things they’ve planned. But that’s only part of having a successful retirement. The financial skills and planning you need for this new phase of life are different and often more complicated—and should be analyzed before retirement begins. You need a “spend-down” strategy to manage your cash flow in retirement — decreasing your tax costs and increasing your odds of having more money in retirement.

Our spend-down strategies include:

Copper Leaf Financial works with you to develop a customized plan for retirement cash flow management that protects your wealth from excessive taxes when you are no longer earning income. Detailed planning helps you maximize the wealth you share with future generations and the causes most important to you. Call us today at (802) 878-2731 to schedule a spend-down strategy session and build your road map to financial success.