How does Nicollet help with retirement planning?
Retirement planning is necessary because managing your lifestyle becomes more closely integrated with your investment accounts. When you retire, you will typically start using your investments for needed cash. We will assist you in planning for retirement by helping you with cash flow planning, giving you long-term projections, and examining the most tax-efficient means to produce the cash you will need. As you approach retirement, we will move your investments into securities appropriate for your needs. We will also review your budgets and help you make financial decisions. If you have debts like a mortgage, we will assess the benefit of paying them off or help you develop a strategy for debt reduction. We will analyze decisions surrounding IRA distributions and help you develop tax-efficient strategy for withdrawals. We can also set up your accounts for automatic withdrawals to be sent to you. All of the custody agents that work with Nicollet allow our clients to receive regularly sc
