The Cash Wedge: An Income Delivery Process – PART 3

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.

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