This guide will review seven common mistakes that we have observed as individuals prepare for retirement, including:
Why you may be able to retire earlier than you think.
The importance of coordinating Social Security benefits with your spouse.
Why contributing money to traditional IRAs, 401ks, and 403b accounts can significantly increase health insurance costs for individuals before age 65.
How contributing to Roth IRAs and Roth 401ks can significantly reduce your health insurance costs in retirement.
How to decrease taxes twice by preloading future charitable donations into an approved charitable fund prior to your retirement.
