Clearly, there is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence risk.
In Part 3, I will close the series by discussing common misunderstandings that clients have about income and taxes after retirement. I want to focus on these three points:
There has been a lot of discussion and even angst within the financial services community regarding the relationship between ourselves and our clients. In some instances, this discussion has reached the consumer press outlets, including major newspapers and magazines.
This is the second article in a three-part tax series I started last month. The purpose of Part 2 is to explain key tax planning concepts that I have shared with clients who are preparing for or entering retirement.
I will be posting a three-part series over the coming months about how Aspire Planning Associates does tax planning for our clients leading up to and including early retirement. The three parts will be: