Retirement Distributions and Income

Base Wealth Management will figure out the best age for you to start receiving your retirement distributions, from which retirement account, and make sure your monthly income will be sufficient. Once you’ve retired, we’ll ensure you receive your payments in a timely fashion at a minimal tax rate (if any!).

Go Over Retirement Strategies

Whether it be the 4% rule or the 3 Bucket Strrategy (amongst many others!), we will determine which strategy or strategies are best for you.

Retirement Tax Strategies

The last thing you want upon retirement is to get hit with a huge tax burden. Our strategies will reduce that bill to as much as possible.

Portfolio

Social Security/Medicare

During our strategy assessment, we'll determine how Social Security and Medicare will affect your personal retirement account distributions.

Don’t hesitate to call us at anytime

Base Wealth Team - Sean and Dan

Choose your advisor

Dan DiLascia

Sean Koscho

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