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Are You Already Working With an Advisor?

Have you worked with an advisor in the past? Are you 100% satisfied with your financial situation? Have you ever found yourself saying, “I think everything is okay with my money”? If you aren’t sure about your answers, this article is for you. As an advisor, these questions raise some pretty blatant red flags. One of the greatest fears many retirees have is that they will have to go back to work because they don’t have enough money to live on in retirement. So even if you’ve worked with an advisor in the past, let’s not take a chance with your finances. Let’s make absolutely certain your finances are in the best shape possible. Here are some reasons you may want to pursue a second opinion.

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taxes in retirement

Is It Possible To Minimize Taxes In Retirement?

Taxes are a reality of the society we live in, but you’ve probably asked yourself, “How do I pay as little tax as possible over my lifetime?” at least once or twice! And when it comes to your retirement, taxes become an even more important issue because you want your hard-earned savings to last as long as possible. Paying little to no tax on your retirement funds may seem like a pipe dream, but it really is possible with a bit of foresight and strategizing.

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rolling ira

Rolling Over or Stay Put: A Comprehensive Guide to Deciding the Future of Your 401(k) Savings

Retirement planning is a crucial aspect of financial planning, and deciding where to custodian your retirement savings is a vital part of that process. Upon termination of employment, regardless of if the termination is your choice or not, a decision ultimately should be made.  The two most common options for retirement savings once you move on from an employer are moving the money to another employer-sponsored 401(k) type of plan or rolling to an individual retirement account (IRAs). When it comes to deciding between these two options, there are pros and cons to each.

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