Ivy Ridge Asset Management, LLC

Certified Financial Planner

Focusing on Retirement Income & Tax Planning

At Ivy Ridge Asset Management in Rhinebeck, we’ve helped hundreds of people successfully map out their retirement plans. There are many facets that need to be considered when designing a retirement income plan, including intricate forecasts and analyses about life expectancies, inflation rates, investment returns, future tax rates, and much more. Key decisions will need to be made prior and during retirement to maximize your income. The success of a comprehensive retirement income plan depends on the ability to provide enough income to meet ordinary and ongoing expenses as well as allow for unexpected healthcare costs, longevity, and premature death of a spouse. The coordination of those decisions largely depends on the following:

1) When to apply for Social Security Benefits.
2) Whether to receive retirement benefits as an annuity or a lump sum.
3) How much to withdraw from personal assets.
4) Whether or not to work and for how long.
5) When to begin taking your RMD.

Retirement Planning in Rhinebeck

Understanding the importance of collectively making these decisions is critical to enjoying a successful retirement. Our retirement plans focus on investment and risk management, tax planning, income generation, wealth transfer, social security optimization, and asset protection. It is our goal is help you keep more of what you earn. Contact our financial planners today to schedule an appointment or to learn more about our retirement planning services.

Contact Our Retirement Planning Specialists Today!

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