Retirement Income Planning

Whether you are planning to retire or are already retired, Link Financial Services can provide you with strategic advice to either manage your existing finances or implement pre-retirement strategies to help you achieve your desired retirement lifestyle.

The following factors are generally taken into consideration:

  • The time until your retirement;
  • Your desired lifestyle and goals;
  • Your retirement income requirements or expectations;
  • Your eligibility for Social Security pensions;
  • Capital Gains Tax Concessions for Small Business;
  • Any Termination Payments (Eligible Termination Payment and Rollover Relief).

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