Post Working

Distribution Stage of the Race

After making the big transition into retirement and becoming accustomed to your new lifestyle, you must stay on top of your finances and work to ensure your saved monies have the endurance to last throughout your post-working years. The financial professionals at Marathon Financial Planning can assist you with regular evaluation and adjustment of your existing income (distribution) plan for the retirement years, or create one specific to your needs.

Strategies to consider for the distribution years of retirement include:

  • Tax planning and reduction on retirement income
  • Inflation protection
  • Retirement income plan creation and implementation
  • Regular evaluations of your plan to make sure your finances are performing as desired

Get in Touch

Need some personalized advice?

To take your next step towards obtaining financial fitness, call (314) 259-1094.

Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities businesses with residents of the following states: Missouri, Illinois, and Oregon.

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