You saved decisively and proactively, invested prudently and accumulated a nest egg you’re proud of. Now, you’re ready to enjoy a retirement filled with freedom, new experiences and fond memories. But even the best-laid plans can go awry. Consider these common blind spots related to retirement savings withdrawals.
Losing a family member is one of most challenging life events many of us will ever experience. In many instances, the grieving process is coupled with tremendous responsibility – managing final arrangements, supervising assets and affairs, and settling the estate. We’ve helped a number of investors navigate this difficult process.
Pensions are quickly becoming a thing of the past, and Social Security won’t cover the bills for most retirees. Most of us are relying more and more on investment savings - often held within retirement accounts - to fund the golden years. It is not uncommon for investors to have six and seven-figure nest eggs within these accounts, making it more important than ever to properly manage the assets and plan appropriately for the future.
