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Pre-Retirees or Retirees

Perceptions of what it means to “retire” have changed markedly in recent years.  Increased longevity has led people to work longer, pursue their passions later and stay more active in their second chapter.  This makes planning both the accumulation phase of your retirement and managing income in retirement much more complex. 

While the issues will differ based on your life stage and goals, general overriding concerns include:

  • Am I on track?
  • What is a sustainable rate of withdrawal?
  • What moves should I make today and how should I structure my distributions to minimize taxes?

At Oasis, we serve clients across the retirement spectrum in all phases of their journey.  No matter where they are today, our guidance can ensure their financial life supports them in every pursuit while managing risks and keeping an eye on the future.  A retirement consultation is a great first step to uncover what exactly retirement means to you and how we can help ensure you arrive and manage it effectively.