Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At Neufeld Capital Management, we are here to help you navigate throughout each of the three income planning phases - accumulation, distribution, and preservation or transfer - and to help you make sense of tax advantaged vehicles to accomplish your retirement income goals...
We help our clients develop a clear understanding of their Social Security benefit. There is a lot to learn about Social Security, and it is important for you to be educated so that you head into retirement with a plan on exactly how you will rely on your benefits.