Planning Considerations for Those Close to Retirement

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Planning Considerations for Those Close to Retirement

For those that are a few years away from retirement, the planning objectives start to shift away from accumulation and growth to income planning and capital preservation. There is simply not a «one size fits all» approach mainly because each set of facts and circumstances is different. For example – those that are bringing debt into retirement must consider ways to pay down that debt prior to retirement. Those that are planning to work part-time must consider the tax implications of their earnings and strategize the most efficient way to take social security benefits.

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