You don’t often hear about any benefits of getting older, but in the field of retirement planning, there are a few opportunities associated with certain age “milestones” that you won’t want to miss:
Retirement Age Timeline
To maximize all opportunities, everyone should have a formal written retirement plan that aims to minimize the risk of running out of money, protect the portfolio’s principal and minimize taxes as you continue to age. We work with clients to develop a personalized retirement income strategy which addresses all three of these goals and works in concert with your estate, healthcare and insurance plans. If you would like a comprehensive review of your retirement plans, please contact us to make an appointment. We’ll make sure you don’t miss any important milestones. After all, we believe older really can mean wiser!
