How Is Your Post-Retirement Stacking Up? Three Key Questions

Cheers to a successful retirement transition! As you embark on this exciting new chapter, ensure a rock-solid financial foundation with scenario planning. Guard against the top retiree fear—running out of money—by asking three critical questions. Help secure your post-retirement future with a strategic approach to monthly income and overall savings, preparing for all possible events.

 

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Are You Paying Too Much in Taxes in Retirement? (GRA BLOG)

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Source Article:  https://www.kiplinger.com/retirement/how-is-your-post-retirement-stacking-up-key-questions

Our firm is not affiliated with the U.S. government or any governmental agency. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, and lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency. This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed. Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. 02095540 – 12/23