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Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Confronting Retirement Challenges for Women: A Guide by Omni360

Retirement planning presents distinct challenges for women, stemming from longer life expectancies and unique financial circumstances. Understanding these challenges is crucial for effective preparation.

Define Your Retirement Vision: It’s essential to have a clear idea of your desired retirement lifestyle. Whether it involves travel, staying local, or living independently, defining your goals is the first step. For married individuals, discussing these plans with your spouse is vital.

Develop a Strategic Approach: Women often face periods away from the workforce. During working years, it’s advisable to increase contributions to retirement accounts. Understanding the rules regarding minimum distributions from retirement accounts and the tax implications is also important.

Explore Additional Income Opportunities: For those involved in caregiving, there may be opportunities to receive compensation through programs like the Veteran’s Administration or Medicaid. Professional guidance can help navigate these options.

Maintain Open Financial Discussions: Regular conversations about finances and staying informed are key. Utilizing available resources and seeking advice from trusted financial professionals can provide clarity and confidence in your retirement strategy.

While retirement planning for women involves specific challenges, with thoughtful preparation and a strategic approach, these obstacles can be overcome. At Omni360, we specialize in providing tailored financial advice and legal support to ensure a secure and fulfilling retirement. If you’re navigating retirement planning, we invite you to reach out to us for expert guidance and support.

Contact our Retirement Planning team for any assistance you need.

Source:

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright FMG Suite.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more