This is continued from our previous blog post on June 19th.
Additional Investment Considerations for Your Withdrawal Portfolio
There are a number of strategies and considerations that will be beneficial to you in obtaining the maximum benefit from your income-producing assets. Some of these have already been addressed, such as:
- consolidate assets
- consider income streams as well as assets
- layer income in a specific order
- provide the potential for some growth
- adopt a model for income delivery
The above points will assist you to improve the efficiency with which your income is being created, reduce taxation and preserve your income-producing assets. Some of these actions are straightforward, simple and obvious, and yet I see many situations where they are still not being done properly.