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The Retirement Income Roadmap
A clear, no-jargon guide to the five decisions that make or break a retirement income plan — written by a CFP® professional, not a sales team.
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RETIREMENT PLANNING GUIDE
The Retirement Income Roadmap
5 Critical Decisions That Determine Whether Your Money Lasts
76%
Higher benefit claiming at 70 vs. 62
$250K+
Potential lifetime cost of the wrong age
5–10
Years surrounding retirement that matter most
Bart Street, CFP®
Greenville, SC
What's inside
📅 When to claim Social Security
The timing decision that can swing a married couple's lifetime income by more than $250,000.
🧾 How to sequence your withdrawals
The order to draw from taxable, tax-deferred, and Roth accounts to make your money last.
📉 Managing taxes in retirement
Roth conversion windows, IRMAA surcharges, and RMDs — before they cost you.
📊 Protecting against sequence-of-returns risk
Why a market drop in year one of retirement can matter more than the total loss.
🛡️ Whether to build a guaranteed income floor
How to cover non-discretionary expenses so your portfolio isn't your only safety net.
How it works
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A clear, one-page-per-topic guide you can actually use.
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Come back with questions — that's what the free consultation is for.
Bart Street is a CERTIFIED FINANCIAL PLANNER® professional with over 25 years of experience helping retirees, professionals, and business owners build lasting financial security.
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