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Welcome to Gregory Ricks & Associates, how may I help you?

Income Planning

I can help you simplify financial matters so you can plan to live well and live confidently.

Without the right financial knowledge, you may end up falling short of your financial goals instead of enjoying the kind of retirement you’ve envisioned. Gregory Ricks and Associates can help you simplify financial matters so you can plan to live well and live confidently.

One of the most common priorities for today’s retirees is the creation of a reliable income stream that will last throughout retirement. Your team at Gregory Ricks and Associates can guide you to tax-deferred investments that can provide a long-term, pension-like income stream. As a specialist in IRA rollovers, they will help you strategize to minimize your tax burden as you transfer funds from your 401(K), 403(b) or 457 plans into new investment accounts.

Just a generation ago, people often lived to 70 or 75, and the retirement time horizon was much shorter than today. Now, advances in healthcare make a 20- to 40-year retirement a real possibility. With Social Security’s future a question mark, having a replenishing stream of income is vital. Since that income often represents a return of principal, it is also crucial to invest for the long-range growth of your savings.

It is possible to do this conservatively and in one plan. Imagine steady income to address income shortfalls, deferring or reducing taxes and finding ways to manage risks to your wealth and your estate. A pleasant dream? Not anymore.  With planning, it can become reality. Gregory Ricks and Associates will show you your options –contact them today!