Nearing Retirement

You're most likely in your mid 50's to mid 60's. Continuing to save for retirement and protecting your assets is crucial in this financial life stage. The key in this life stage is to start planning what your income will be during retirement, and to protect your potential income from another stock market crash.

Another stock market crash could mean the difference between retiring and not retiring. Your other concerns are reducing your tax bill to keep more of what you make, maximizing retirement savings, and loss of income.


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