Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Have A Question About This Topic?
In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.
Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not careful.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.