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In this phase of financial planning, you may be…

  • No longer working and earning an income
  • Traveling more, finding joy in family and friends
  • Volunteering, mentoring, or supporting causes you care about

In this phase, understanding the best approaches to drawing income from your assets is crucial. There are important tax consequences to consider. And if you haven’t already done so, it’s time to plan for your legacy. Careful wealth management during this phase of life will help protect your future – and preserve assets for your family’s future as well.

Planning priorities during retirement: How should your resources be allocated – both now and beyond your own lifetime?


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