New Year Resolution 2-101734-edited

This is the time of year when we’re working on those good ole New Year’s resolutions. If one of yours is to retire in 2019, here what you should do now to prepare.

Questions Answered Include: 

  • If I’m trying to retire in two years, what should I be talking to my financial advisor about when it comes to taxes? I know that the low rates we have now will still be in effect when I retire so are there strategies I can use now that will help me get more out of these rates if our taxes end up sun setting back?
  • My wife is looking to retire soon and I will likely follow her about a year or two after. Do you have any advice on how to transition our income or what accounts to pull income from while I’m still working?  

Full Episode

 

Featured Segment: Retiring in 2019

 

Featured Question