How’s It All Going to Work When It’s Your Turn to Retire?
Transitioning from a paycheck to living off accumulated investments and retirement plans frequently creates anxiety. Most people entering retirement do not realize that different types of income will create different income tax outcomes.
It will take proactive planning to optimize your unique tax situation so that you can keep more of your money in retirement.
Retirement planning involves several factors:
- Aligning your investing style and choices with long-term goals
- Disciplining your approach to saving for retirement
- Tracking continual progress toward achieving your long-term goals
Stream part two of our complimentary webinar exploring the central areas of Retirement Planning. REDW Wealth Senior Financial Planner David Cechanowicz will show you how monitoring your financial plan and adjusting as needed is crucial to your long-term financial success in retirement.
Daniel Yu, REDW Wealth’s Co-Chief Investment Officer and Senior Investment Manager, will also provide a current market update and discuss changes in the geopolitical climate and how it affects the investing environment.
Information and instruction shared in the article above from REDW Wealth does not guarantee outcomes or performance or quality of services provided to REDW Wealth clients by REDW Wealth or its employees.