Retirement Income Coach is in the Game Plan of Life. Our clients want us to help them accumulate resources during their working period so we can support them in the retirement decumulation period. If you are already retired, we focus on maximizing the long-term income and legacy planning. Managing taxes is far more important than preparing tax returns. We are a forward-thinking retirement service.
*RIC works with a “bucket” and "pocket" approach designed to meet your specific, individual financial needs;
*RIC takes market conditions and forecasts into account with present and future personal financial needs in mind;
*RIC works to reduce client anxiety with smart planning and implementation of retirement decisions, including:
- Timing of retirement
- Allocation of financial resources
- Selection and Election of Employment Retirement Benefits
- Maximizing Social Security Benefits Long Term
- Social Security and Medicare Tax Planning
- Designing a spending map for our clients to choose Taxable accounts, Tax Deferred accounts, Federal Income Tax-Free Income, and Non-Taxable Accounts
- Long-term Care Strategies
- Legacy Planning
Good planning and implementation provides clients greater peace and joy. So, if you or a loved one are trying to figure out retirement issues and how to navigate the challenging and complex financial decisions everyone has to make, call the team at
*RIC works with a “bucket” and "pocket" approach designed to meet your specific, individual financial needs;
*RIC takes market conditions and forecasts into account with present and future personal financial needs in mind;
*RIC works to reduce client anxiety with smart planning and implementation of retirement decisions, including:
- Timing of retirement
- Allocation of financial resources
- Selection and Election of Employment Retirement Benefits
- Maximizing Social Security Benefits Long Term
- Social Security and Medicare Tax Planning
- Designing a spending map for our clients to choose Taxable accounts, Tax Deferred accounts, Federal Income Tax-Free Income, and Non-Taxable Accounts
- Long-term Care Strategies
- Legacy Planning
Good planning and implementation provides clients greater peace and joy. So, if you or a loved one are trying to figure out retirement issues and how to navigate the challenging and complex financial decisions everyone has to make, call the team at
RetirementIncomeCoach.com at 815-255-4520
Head Coach: David Dahl
Fax: 844-423-2292
Email: djdahl@retirementincomecoach.com
Fax: 844-423-2292
Email: djdahl@retirementincomecoach.com
© Retirement Income Coach 2026