The choices you make heading into and while in retirement will have long lasting affects. Making informed decisions about your retirement income needs may be the deciding factor in how enjoyable your retirement will be. The choices you make for income will impact how much taxes you pay, when you pay them and how much taxes your heirs will pay. Consilium Management understands how your choices will affect your retirement success, taxes, and your legacy.
Your future financial decisions may be more complicated than you may have anticipated. We are here to help you make the right retirement income choices for you. We can help guide you in determining when or how to take social security, company pensions, or distributions from your retirement and investment accounts.