I know how overwhelming retirement planning can feel. There’s much to consider when it comes to your future.
As a starting point, here are 6 important retirement planning questions to ask yourself:
1. When should I draw Social Security?
2. How can I juggle taxable, tax-deferred, and tax-free accounts?
3. How and when should I draw income from each “wealth bucket?”
4. How do I protect against market volatility?
5. Do I have enough guaranteed income streams for retirement?
6. Do I have a plan in place to avoid expensive tax surprises?
If you hesitate when answering these questions, it might be a sign that your retirement plan is unclear.
I can help. During your FREE Retirement Plan Review, we will go over each of these important retirement planning factors (and so much more) to help you feel prepared and confident on your retirement journey.
You’ll leave our meeting feeling fully informed about your financial future throughout retirement, whether you’re retiring soon, or many years from now.
Request your FREE Retirement Plan Review, or call my office at (801) 243-5192, and together we’ll help you create a simple, easy-to-understand financial plan.