Income Sources

Income Sources
Income Sources — Getting your income ducks in a row

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Getting your income ducks in a row

For most people, retirement income will come from a combination of Social Security and investments. Some folks may also get pension payments from a previous employer. Others may go back to work to earn additional income. Identifying all of your income sources and feeling confident your income can last as long as you do is an important first step as you approach retirement.

The time to start planning your retirement income strategy is about 10 years before you retire.

In this section you will find helpful information about Social Security, including how benefits are calculated and how the timing of your application can affect your lifetime benefit. We’ll also discuss how to use your investment portfolio to generate income streams.

Plan with us

The time to start planning your retirement income strategy is while you still have the opportunity to make adjustments. Work with a financial professional to find the right balance in your investment accounts between long-term income needs and short-term expenses.

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