The decision to claim or delay Social Security is critical to long term success in retirement. In this article, I will address key questions my clients have to help begin the conversation on Social Security planning.
Planning for expected events in Retirement is easy. Planning for the unexpected is wise. These are the top four stress tests to put your Retirement Plans through to see if you are as bullet proof as you need to be.
They say it’s not what you earn, it’s what you keep. I agree with this wholeheartedly as it relates to not spending more than you make (obviously). However, in my line of work, being sensitive to the TAX efficiency of a retirement plan is critical. If I can save my clients $10,000 or even $20,000/year in taxes during retirement, that’s huge!
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