Skip to main content
Already Retired

Rob & Ruth


67 & 64



Primary Goals:

Improving investments, reducing taxes, and creating a reliable stream of retirement income.

Retired Life

Rob and Ruth recently retired from rewarding careers and have lots of plans for the future. They want to ensure that their retirement plan not only allows the lifestyle they have envisioned together, but also provides peace of mind with a reliable stream of income.

Both Rob and Ruth have their nest egg through employer sponsored retirement accounts, employer stock options, and a pension. They wanted to understand how they can access these funds and what type of investment options are available to them. Ultimately, they wanted their savings to outlive them while supporting the things they wanted to do in retirement.

We have worked through any tax related issues that many in the same position face so Bob & Ruth can stay prepared without any surprises. We have presented the available options along with the tax implications, and established investment/retirement accounts where suitable. In order to have their money support the retirement lifestyle they always wanted, we have implemented  a strategy aimed to plan for a reliable income stream. Overall, we have helped Rob and Ruth with their tax savings, preserve their retirement savings, and maintain a predictable stream of income. We still review and adjust their retirement plan periodically to ensure that any important changes are being reflected.

This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
Tell Us Your Story

We can guide you to your future.

Talk to a Tidemark Financial Consultant today.

Talk With Us