Now that tax filing season is over, longer-term planning might be on the agenda. I ran across the attached article, which I thought had some pretty good info to pass along to clients asking about this sort of thing. It offers several areas to give some serious thought. I like the implications of the "Retirement Red Zone" concept.
Incidentally, I also tried the "socialsecuritysolutions.com" they referenced (they omitted the ".com" in the link). I found it to be very helpful because I've been trying to figure out how to handle this personally. A client who is really serious about trying to run scenarios might find the $50 a reasonable investment.
Incidentally, I also tried the "socialsecuritysolutions.com" they referenced (they omitted the ".com" in the link). I found it to be very helpful because I've been trying to figure out how to handle this personally. A client who is really serious about trying to run scenarios might find the $50 a reasonable investment.
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