How much you spend in retirement and what account you draw the money from needs to be carefully planned out in advance because there are tax and longevity issues that need to be addressed. You don’t want to end up paying more in taxes during your retirement than you did while you were working, and if you’re focused on taking Social Security early, that decision itself can have major implications on whether you’ll run out of money in retirement. Our registered investment advisors have expertise in Social Security and Medicare planning, tax planning and income longevity planning, we can help you with creative strategies to help your money last a lifetime and even help you leave a legacy to the next generation.