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Retirement Income Planning

The question that most pre-retirees find themselves asking about retirement is… “Will I have enough?”

As life expectancy continues to trend upward, there is a greater possibility of outliving your savings. Figuring out how to make your money last through your retirement can be overwhelming and complex.

Oaktree Advisors can help you determine:

  • When to retire?
  • How much income can I live on?
  • How to plan for market investments going up and down?
  • How to manage your taxes in retirement?
  • What will healthcare and insurance cost?

We recognize that as you are approaching 65, understanding how Medicare and Social Security fits into your overall retirement strategy is a top priority. That is why we host free monthly Retirement Readiness Educational Workshops on these critical topics. Click here to register for one of our upcoming events.

At Oaktree, we cover as many areas of concern as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.
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Estimate Your RMD

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

610-882-5670