Nifty Fifties

Nifty Fifties

There are several retirement planning options available to clients in their 50s.

The “ages and stages” method of investing and financial planning used by most advisors tends to be gradual and loosely-defined: generally move to a more conservative asset allocation as clients get older, decide when to take Social Security, and so on.

But the tax code contains certain specific ages that trigger new opportunities and potential pitfalls, especially for clients who are saving for (and then spending in) retirement.

 

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