DISTRIBUTIONS AT RETIREMENT:

Questions you should consider:

• Do I have enough money to retire?
  
• What type of income stream should I expect?
  
• How long will my assets last?

Milestone Investments, Inc. can help you answer these questions and develop a strategy for your retirement income.

As an individual approaches retirement there are a myriad of items to consider including: will your retirement savings be sufficient, what type of income stream is necessary, what role will social security play in funding retirement and what type of investment vehicles are available in retirement that will help outpace inflation and grow your assets. 
 
We use customized software programs to identify an individual’s income stream and asset growth goals relative to various distribution, rate of return and inflation scenarios.  The resulting projections better enable the investor to manage portfolios and expectations.  Ongoing communication and face-to-face meetings with clients allow for an assessment of an individual’s distribution strategy and fine-tuning should circumstances warrant or goals change. 

Additional info:

Mutual Funds

Annuities

Topics of Interest