Retirement Planning

…but it’s not easy. It’s not easy because there can be a lot of anxiety when you consider all the different moving parts that should be considered before you stop receiving regular paychecks.  There’s an innate fear of the unknown and the future is full of unknowns. As wealth managers, we hear these concerns around retirement quite often:

CASE STUDY: Proactive Tax Planning Strategies

5 Tax-Minded Reasons to Have Life Insurance

One Roth IRA Workaround for High-Income Earners

8 Reasons to Convert to a Roth IRA

The Concept of the Four Tax Buckets 

Last week we discussed some key risks to retirement. Health care needs, market volatility and inflation can all have negative affects on one’s retirement confidence. Today we will discuss three more key risks to retirement, and how a plan might help combat the anxiety that comes with each risk.