Retirement Income

Turn Your Savings Into a Reliable Retirement Paycheck

For many women, retirement isn’t about stopping work—it’s about starting a new chapter with purpose, freedom, and flexibility. But to live the life you envision, you need a clear and sustainable income strategy. We help women 55 and older—especially those who are divorced, widowed, or single by choice—translate savings into dependable income that supports your retirement lifestyle.

SERVICES

Investment Management
Retirement
Income

Income Planning Built for You

Your lifestyle should drive your plan, and no two retirements are the same. That’s why we begin by understanding your goals—whether it’s staying close to family, traveling more, downsizing, or giving back.

  • We help define your monthly income need
  • Account for seasonal, travel, or one-time expenses
  • Align spending with your personal values and lifestyle choices

Coordinating All Sources of Income

You’ve likely saved across multiple accounts. We bring it all together to create a consistent income stream that’s optimized for both sustainability and tax efficiency.

  • Blend income from IRAs, Roth IRAs, brokerage accounts, and pensions
  • Time withdrawals to minimize your tax bracket and avoid penalties
  • Coordinate with Social Security and other benefits
  • Manage cash flow with a "paycheck" structure designed to reduce unnecessary taxes

Flexible Strategies for Real Life

Retirement isn’t linear, and your income strategy shouldn’t be either. We help you adjust as life evolves.

👉 Want to learn more about creating income in retirement? Click here to get your Free Simply Retirement Roadmaptoday.