Income Planning

Managing your retirement income is a key part of avoiding running out of money in retirement so that you can live a comfortable lifestyle.

Thayer Partners helps clients with their retirement income planning to account for all of their sources of income in retirement, not just their investment portfolio.

Retirement Income Planning Includes

  • 401k management

  • IRA management

  • Investment portfolio review

  • Social Security income optimization

  • Risk management review (including insurance, long-term care, disability, etc.)

Reviewing your retirement income sources in relation to your household budget is a key part of planning your finances for retirement. Thayer Partners is here to help you establish a retirement income plan to minimize your risk of running out of money in retirement.