Brightworth
 

Optimize Income in Retirement

Brightworth advisors and investment analysts are here to help you successfully transition from paycheck to portfolio income.

Using sophisticated models, we help each client answer the question, “How much can I conservatively take out of my portfolio so as not to overspend or underspend my retirement years?” Based on the specifics of your situation, we design the appropriate asset allocation strategy to coordinate your sources of income across all cash and investment accounts (trusts, IRAs, etc.). We also help you determine where to take withdrawals from first to maximize total return and minimize taxes.

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