You spend decades building your nest egg. Then, when you retire, you need a plan to stop saving and start spending, but not so much so that you risk running out of money. As Sean Tole with Davis Wealth Management explains to Erin Kennedy, it’s a delicate balance that requires you to consider these 4 variables:

1. A Plan to Minimize Taxes

2. Make the Right Decision about Social Security Benefits

3. Choose the Right Pension Payout

4. Balance Guaranteed Income and Long-Term Growth

Accounting for each of these variables will be different for everyone. Contact us to create your unique retirement drawdown strategy that considers these factors and many more.