The CPA Wealth Advisors demonstrate the importance of developing a retirement action plan to maximize income, legally reduce taxes in retirement with strategies to keep your hard-earned dollars in your pocket. Your #1 goal in retirement is to stay retired. You don’t ever want to be in a position where you’re FORCED to return to work or become a burden on your family. That’s the worst-case scenario. How do you STAY retired? The answer is having a thoughtful and comprehensive retirement game plan. A key component of that plan is to have an income strategy that will stand the test of time, and increase over time, so you can maintain your same lifestyle in retirement.
Do you have a stockbroker or financial advisor who’s helping you with retirement planning? If so, do you really know their credentials? Are your financial decisions being guided by someone who just wants to make a commission, or are they a “fiduciary?” It’s critical you understand the difference. Selecting a fiduciary t