Doing Your Retirement Income Planning in the Right Order Matters

A strong retirement income strategy considers many factors, including the retiree’s unique financial resources and needs. How and when you tackle them is critical.

Aaron Judge of the New York Yankees hits a home run during a baseball game.
Aaron Judge of the New York Yankees hits a home run against the Cleveland Guardians during game five of the American League Division Series at Yankee Stadium on Oct. 18, 2022, in New York.
(Image credit: Sarah Stier, Getty Images)

For all sorts of activities, doing things in the right order matters. We mostly talk about the process of retirement income planning, but the order of retirement income planning is important. To illustrate the point, let’s first look at the simpler example that baseball provides.

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Jerry Golden, Investment Adviser Representative
President, Golden Retirement Advisors Inc.

Jerry Golden is the founder and CEO of Golden Retirement Advisors Inc. He specializes in helping consumers create retirement plans that provide income that cannot be outlived. Find out more at, where consumers can explore all types of income annuity options, anonymously and at no cost.