SharpePoint can help you create your own “Individual Pension” for retirement income to generate a paycheck for your retirement. Our iPension process works to align your savings and investments for retirement with anticipated income sources, such as Social Security, to create a structured and predictable lifetime income stream.
Identifies your available income sources for retirement
Assesses if those sources are held in the appropriate accounts to minimize taxes and risk, and if not, we provide a recommended plan for how to restructure.
Creates an iPension income withdrawal plan to maximize your income, preserve your assets and minimize taxes throughout retirement and future generations.
In Income Allocation: Enhance your Retirement Security with preface by firm partners, James Regan and Brian Robinson, you’ll discover how to keep the cash flowing in retirement like you did during your working years — regardless of how financial markets perform or how long retirement lasts.