Life Stage Planning - Mile Marker #3: REVIEW YOUR PLAN

Mile Marker #3:
Review your plan.

With retirement around the corner, start your retirement distribution planning in an effort to maximize income from your retirement plans and minimize your tax burden. Consider rolling over your employer's retirement distribution into an IRA to maintain tax-deferral benefits and postpone paying taxes to future years when your taxable income may be less. Estate planning also offers opportunities to pass your hard-earned assets to your loved ones instead of Uncle Sam.
Regardless of which life stage you're at, it is never too late to start or adjust your financial plan.