Income Planning

Power Wealth Management provides in depth cash flow and income planning strategies. We utilize strategic u201cbucketsu201d that are designed to fund income needs over certain time periods. This may reduce the potential of having to sell an asset at a depressed value when income is needed. We view income planning in the context of long-term tax efficiency. In many cases, we are able to reduce the potential future tax impact of investment withdraws by creating a custom income plan utilizing multiple account types.