As you ponder the possibilities of your “golden years,” there are many decisions to make.
These retirement-planning decisions can be divided into three broad categories.
- Investment Planning. Basically, one question: Will you run out of money before you die? It’s a tough question. We will do our best to help you with it.
- Lifestyle Planning. How you live in various phases of retirement. We all hope that our active phase is long, and the phase when our health problems restrict us is short or non-existent, but we’ve got to be realistic.
- Legacy Planning. You want to make sure your heirs, and not your Uncle Sam, get as much as possible of what’s left.
Hopefully, you will retire only once. So you have to get your investment and tax strategies right the first time! How well you make these critical decisions will affect how well and where you retire.
Because we have helped many people retire, we have the experience with these strategies. Since a substantial part of our practice deals with retirement issues, we continue to spend time researching the three areas listed above.
Let’s get your investment planning folder filled up with quality tools. See the PDF article based on the U.S. Department of Labor’s article written in 2007, Revised October 2010, & Revised again September 2023 (some information may be outdated such as contributions and RMD age) Top 10 Ways to Prepare for Retirement. Place this in your investment planning folder. If you don’t have one, make one. This article is great use for pre-retirement and retirement years.
Here is a recommendation: Start building your retirement dreams. Remember, the person without a plan, will wind up… somewhere.
Print Your FREE Copy Today!
Financial Planning and Investment Advisory Services offered through Harvest Investment Services, LLC (“Harvest”), dba Pyle Financial Services (“Pyle”), a Registered Investment Advisor. Registration does not imply a certain level of skill or training. For more information about Harvest, or to receive a copy of disclosure Form ADV contact us or visit www.harvestinvestmentservices.com/disclosures/ or https://adviserinfo.sec.gov/firm/summary/159390
Past performance is no guarantee of future results. Information provided in this report is for educational and illustrative purposes only and should not be construed as individualized investment advice. Pyle Financial and Harvest Investment Services, LLC is neither a law firm, nor a certified public accounting firm, and no portion of this report should be construed as legal or accounting advice.