Let’s do a little side-by-side of retirement 30 years ago vs. now.

When your grandpa’s generation retired, they probably:

• Worked for one, maybe two companies
• Collected a nice pension and Social Security
• Lived to about 75
• Died at home after a short illness
• Didn’t need to invest
• Didn’t have to worry about outliving their money too much

Things are different now. Retirees and pre-retirees can expect to:

• Work for at least 5 companies
• Not get a good pension – if you even get one
• Live to about 85
• Have a 401(k) and other investments as a significant source of income
• Require some type of long term care
• Face the possibility of outliving their money

Sounds like a pretty lousy switch, right?

But, you should know there is one big difference that can work out in your favor if you play your cards right. Your grandpa’s generation didn’t have much control over how much taxes they pay in retirement.

You do.

And wouldn’t you know it? You already know someone who’s made it their life’s work to know exactly how you can reduce your tax burden in retirement and manage your investments so your money will last you a lifetime.

All you need to do to get started is call 513-563-PLAN (7526) (or you could book here) and get in my calendar for a quick chat. What are you waiting for?

Regards,
Nikki Earley, CFP®