{"id":2258,"date":"2023-12-14T17:19:35","date_gmt":"2023-12-14T17:19:35","guid":{"rendered":"https:\/\/gpswp.com\/thematterfinancialgroup\/?page_id=2258"},"modified":"2023-12-14T21:34:54","modified_gmt":"2023-12-14T21:34:54","slug":"income-planning","status":"publish","type":"page","link":"https:\/\/lusonwp.com\/thematterfinancialgroup\/our-services\/income-planning\/","title":{"rendered":"Income Planning"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong><em>Enjoy smooth sailing in retirement with proper income planning.<\/em><\/strong><strong><\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Income planning for retirement can be daunting because there\u2019s a lot to learn and for many people the information is new. Whether you\u2019re just beginning your retirement journey or it\u2019s already underway, you may be skeptical about whether you&#8217;ll have enough retirement income to maintain your preferred lifestyle.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There are three major phases in managing retirement income:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>The accumulation phase<\/li><li>The distribution phase<\/li><li>The preservation or transfer phase<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Preparing for retirement may require a shift in mindset and knowing the difference between retirement <em>savings<\/em> and retirement <em>income<\/em>. Prior to retirement, your financial life was dictated by your paycheck. Once you retire, however, you can no longer rely on a paycheck, which means you must find other sources of income. You&#8217;ve worked hard to save for retirement and now it\u2019s time to create additional income from what you&#8217;ve saved. Although it can be a challenge, it\u2019s also a great opportunity to grow your money beyond what you&#8217;ve saved \u2014 and that\u2019s usually made easier by enlisting the help of a financial services professional.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We\u2019ll work with you to uncover various opportunities and concerns of each phase. Additionally, we\u2019ll walk you through:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Determining how much retirement income you\u2019ll need<\/li><li>Estimating how long your current income plan may last<\/li><li>Calculating how much additional income you may need<\/li><li>Evaluating your additional income sources<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Because taxes play a major role in any retirement income planning process, we utilize tax advantaged vehicles to help accomplish your retirement income goals, such as traditional IRAs, Roth IRAs, 401(k)s, and IRA rollovers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">While the numerous options for your retirement savings may seem overwhelming, all of us at <strong>The Matter Financial Group, LLC.<\/strong> are here to help you make sense of it all.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>We do not provide legal or tax advice and you should consult an attorney or tax advisor for such advice.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Enjoy smooth sailing in retirement with proper income planning. Income planning for retirement can be daunting because there\u2019s a lot to learn and for many people the information is new. Whether you\u2019re just beginning your retirement journey or it\u2019s already underway, you may be skeptical about whether you&#8217;ll have enough retirement income to maintain your [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":294,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"ocean_front_end_style_editor":"no","ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"0","ocean_second_sidebar":"0","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"0","ocean_custom_header_template":"0","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"0","ocean_menu_typo_font_family":"0","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"on","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"off","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"0","omw_enable_modal_window":"enable","footnotes":""},"class_list":["post-2258","page","type-page","status-publish","hentry","entry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Income Planning - The Matter Financial Group<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/lusonwp.com\/thematterfinancialgroup\/our-services\/income-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Income Planning - The Matter Financial Group\" \/>\n<meta property=\"og:description\" content=\"Enjoy smooth sailing in retirement with proper income planning. 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