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Do You Owe The AMT?

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So You Are Nearing Retirement-What Financial Options Do You Need to Keep in Mind?

April 26, 2018

The closer you get to your age of retirement, the more likely you are to need to engage multiple financial professionals to get all the support that you can. Individuals who are nearing age 65 might not have a plan in place yet for their actual retirement and might not know how much is in their retirement and taxable accounts. 

However, scheduling a consultation with an experienced financial professional as well as others, such as an estate planning attorney, can help you to articulate the goals you need to have in kind. Proper planning can go a long way towards avoiding many of the most common challenges with your retirement.

An advisor can help to address many of the most common concerns presented by people getting close to retirement, including when it’s appropriate to file for social security, the most cost-effective possibilities to pay for health care including long-term care needs, how to stay ahead of inflation with your retirement planning without being exposed to too much risk, and more.

A robotic advisor or someone who only provides assistance on the internet might not be able to give you the customized solutions you need. Comprehensive financial advice is especially critical when you are approaching retirement because there are so many issues that need to be addressed effectively before you enter your retirement years.


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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
Do You Owe The AMT?

American educational reformer Horace Mann called education “the great equalizer.” In football, it’s been said ...

See more
What is the Value of Your Business?

In the second quarter of 2023, more than 2,300 small businesses were sold. The median ...

See more
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more