09/03/2026
For years, retirement planning often starts with one goal: build the assets. But as people get closer to retirement, the questions change. Which account should provide income first? When should Social Security begin? How will withdrawals affect taxes? Could income decisions affect Medicare premiums? What happens when RMDs begin? Those are the questions that led me to specialize in Distribution Income Planning: helping people look at these decisions together instead of one at a time. Because retirement decisions don’t happen in isolation.
