Approaching Retirement

Approaching Retirement is no different than approaching any other life event. You have to get your ducks in a row to fully maximize your retirement potential.

  • The first thing you want to be able to do is envision your retirement.
    This will help provide you with direction and it can help your advisor better understand the lifestyle you will want to maintain and help you plan accordingly.
  • Whether you are 10 years or one year away, here are some easy enhancements you can make to your financial portfolio that can impact the age you retire, your monthly payments and your taxable income.
      • Max out your 401(k) plus catch-up contributions for those over age 50.
      • Open an IRA to expand your savings potential plus catch-up contributions for those over age 50.
      • Consider tax-advantaged investments with no IRS contribution limits.
      • Consider lifestyle changes to save even more now and better position yourself for a more confident retirement.
      • Understand tax benefits and the most advantageous options for your retirement savings.

Make an appointment for a complimentary retirement evaluation


Securities offered through First Allied Securities, Inc. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services Inc., a registered investment adviser.

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