The Retirement Income Show Jeff Carter

Jeff Carter, one of 1,204 financial advisors in the United States to earn the designation of Retirement Income Certified Professional (RICP) as of Jan. 2015. The total number of financial advisers in the United States is roughly 300,000. The RICP™ designee is trained to understand how to structure effective retirement income plans, how to mitigate risks to the plan and how to create a sustainable stream of income to last throughout retirement years. These college-level courses include: Retirement Income Process, Strategies and Solutions, Sources of Retirement income and Managing the Retirement Income Plan. Jeff has assisted Job Changers, Baby Boomers and Retirees since 1990 answering pressing retirement income planning questions.

Jeff Carter, one of 1,204 financial advisors in the United States to earn the designation of Retirement Income Certified Professional (RICP) as of Jan. 2015. The total number of financial advisers in the United States is roughly 300,000. The RICP™ designee is trained to understand how to structure effective retirement income plans, how to mitigate risks to the plan and how to create a sustainable stream of income to last throughout retirement years. These college-level courses include: Retirement Income Process, Strategies and Solutions, Sources of Retirement income and Managing the Retirement Income Plan. Jeff has assisted Job Changers, Baby Boomers and Retirees since 1990 answering pressing retirement income planning questions.

If you have worked for a municipality, state or federal government, and in some cases public school systems, you may be affected by rules that reduce or eliminate your Social Security benefits. If you had a job in the private sector during your working years and accrued enough quarters to be eligible for Social Security Benefits in addition to a public-sector pension, this show will be of special interest to you!

This show discusses how to access your retirement savings and create a guaranteed income stream that will last the rest of your life. One important element of tax-sensitive investing is developing a withdrawal strategy, which aims to minimize the effect of taxes while helping to provide you with the income you need. Most investors are familiar with the idea of minimizing taxes during their working years, so they should maintain this same concern limiting taxes on their withdrawals from savings in retirement.

You may be tempted to think about your projected retirement income as a single block of money. In reality, you probably have multiple sources that may contribute to your projected annual retirement income. Working with a Retirement Income Certified Professional who has specialized expertise will help you translate all this data and informa¬tion into an actionable retirement income plan.

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