Below you'll find a list of all posts that have been tagged as “retirement assets”
“I don’t want to ‘pivot’ anymore. … I’m sick of the back-and-forth rules and guidelines. … Do this. … Oh no, do that. No matter where you stand on vaccines, we are hearing more and more comments like this from our clients, and many are just DONE plain and simple. Done, may mean retirement. For others, a change of employment …
You’ve worked long and hard to accumulate your retirement assets that you are using to help finance your retirement. Now, it’s time to start drawing down those assets. Exactly how you liquidate your assets will affect your tax and impact how long those assets last, so it pays to plan a withdrawal strategy that is efficient and maximizes the benefits …
