Benefits of working with a RICP®

While many advisors are experts at wealth accumulation, there is an urgent demand for practical ways to structure effective retirement income distribution plans. There are many risks clients face such as economic and market uncertainties, inflation, outliving available assets and income, changes in social security and pensions, potential tax increases, and the rapidly escalating cost of healthcare. Every day more than 10,000 Baby boomers reach retirement age, but most don’t have pensions to rely on the way their parents did. A significant paradigm shift occurs when an individual transitions from the accumulation phase into the distribution phase of retirement.

In many cases the investments and strategies that were used in the accumulation phase do not properly address the goals and challenges a retiree will encounter during the distribution phase. Whether you are 15 years from retirement, or recently retired, it is critical to design and implement a personalized retirement income distribution strategy that seeks to mitigate the above risks, and to ensure your money lasts as long as you and your loved ones.

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!