Income Planning

Retirement isn’t just a finish line you’re racing toward. It’s an exciting new phase of life that demands a thoughtful, flexible income plan.

At Statera Wealth Management, we’re driven to turn your savings into sustainable, strategic income, so you can worry less about running out of money and focus more on what really matters in retirement: freedom, purpose, and opportunity.

Whether you’re just getting close to retirement or already there, income planning can often come with questions like: Will my money last? How much will I need? Where should it come from? When should I begin withdrawals?

Here’s how we can help answer them.

· Accumulation: Grow it while you work

· Distribution: Use it wisely when you retire

· Preservation/Transfer: Protect what’s left and pass it on

The truth is that retirement isn’t just about how much you’ve saved. It’s about turning your savings into income.

Working together, we can:

· Identify how much income you’ll need

· Calculate how long your current plan might last

· Explore additional income sources

· Minimize tax exposure using tools like IRAs, Roths, 401(k)s, and rollovers

And we’ll be with you every step of the way, providing clarity and increased confidence.

It’s your money. Let’s make it work harder for you.

Reach out to Statera Wealth Management today and schedule your personalized income strategy session.