Tag Archives: Your Retirement Income

The “Cash Wedge” is what I call the income delivery process I developed in 1993 and have been using successfully ever since. It helps to address the issues that you cannot control by allowing you to focus on those aspects … Continue reading

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You may recall our earlier post on Aligning your Investments with Your Income Plan. There are many great models and theories to examine when trying to determine the appropriate level of withdrawal from income-producing assets. The main challenge is not … Continue reading

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In addition to having a life annuity as a form of pension income, one can also use a Life Income Fund (LIF). A LIF acts differently than a life annuity because a LIF treats your income as “commuting” its value. … Continue reading

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We receive so much information everyday and when it comes to your pension statement, it is important to know what those numbers mean. Defined Contribution Plan Pension Statement In your annual statement, the account balance of he pension plan will … Continue reading

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