Income Solutions for Retirement
Detail your services
Indentifying which income solution is best for any client is definately NOT a one size fits all solution. There are many solutions, of different risk levels and taxability profiles. This is all part of out Rubik's Cube process to see what fits best in YOUR financial picture.
Traditional Bonds: Bonds can be very complex.
- There are different taxability factors (fully taxable, US only, state only, all tax free)
- Variable time frames (long, short, intermediate)
- Different risk levels (investment grade, high yield)
- Who issues the bonds (corp, muni, US gov't)
- and many other factors.
Preferred Stocks
Dividend paying Stocks
Annuities (like bonds, there are MANY variations of annuties designed for different outcomes)
MLPs (Master Limited Partnerships)
BDCs (Business Development Companies)
Real Estate:
- Your own Rental properies
- Limited Partnerships and other pooled real estate investments
- REITs (public and Non-Public)
- Real estate in your IRAs and 401Ks
- Private Real Estate
- and other creative structures also exist
Other institutional level income solutions:
- Private Debt
- Private Credit
- Structured Income vehicles
- and other creative structures also exist