From Wealth Accumulation to a Protected Retirement Income Stream
It is very difficult to convert immediately from an accumulation-based portfolio to a tax-efficient retirement income stream that will last a lifetime. This requires specialized planning that ideally begins years before retirement.
Our goal is to help you reach a Wonderfully Rich RetirementSM, by building the most efficient, longest-lasting, tax-optimized retirement income stream, which does enable some clients to get to a zero-tax rate at some point in their retirement.
What is a Legacy Plan?
Along with retirement income planning, our legacy planning is customized to the unique needs and desires of each individual client. For some, retirement is the legacy of their working years that enables years of comfortable living. For others, leaving a legacy to their heirs and/or to special charitable causes is their goal.
Together with estate planning attorneys, we craft a plan to minimize taxes, maximize legacy and ensure your legacy goes where it is intended. At Charles W. Rawl & Associates, we believe you deserve a Wonderfully Rich RetirementSM on your terms.