Broker Check

What Issues Should I Consider Before I Retire

| May 02, 2019
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This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.  It’s structured as follows:

Cash Flow Issues
Health Insurance Issues
Asset & Debt Issues
Tax Planning Issues
Long-Term Planning Issues
Other Issues

Updated 3/15/2019

This article represents opinions of the authors and not those of their firm and are subject to change from time to time, and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment or legal strategy. The information contained here has been obtained from sources believed to be reliable but cannot be guaranteed for accuracy.

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