Quit your day job with confidence with a Paycheck Replacement Plan from Berkshire Money Management.
What is a Paycheck Replacement Plan?
The short version
Your Paycheck Replacement Plan is designed to generate a predictable retirement income month after month from your savings, investments, and other income streams so you can focus on what matters most to you.
The longer version
Your Paycheck Replacement Plan is a comprehensive strategy designed to help you sustain your lifestyle for 15, 20, and even 30+ years of retirement.
Our team handles the complexities of tax planning, investment management, required minimum distributions (RMDs), Social Security benefits, Medicare plans, and changing laws, deadlines, and penalties so you can focus on living your life – not how you’ll structure your distributions next month.
We know and have a plan for distributions throughout your entire retirement, anticipating future concerns like rising healthcare costs or RMDs, right from the start so you can feel confident that you’re making the most of your retirement savings.
We aim to take the guesswork and anxiety out of retirement income planning and help you create a plan that provides for not just your everyday expenses, but your once-in-a-lifetime adventures, too.
Client outcomes will vary based on individual circumstances.
No plan or strategy should be construed as a guarantee of any level of performance or income
I always wanted to pursue art
but didn’t have the time.
RON P.
Retirement income: how does it work?
Director of Financial Planning Zack Marcotte shares the strategies he uses to create personalized Paycheck Replacement Plans for his clients.
Want us to help you replace your paycheck in retirement?
It’s just a friendly phone call away – Click the button below to pick a time to chat
