7 Mistakes to Avoid When You Have Less Than Two Years to Retirement - Bernicke Wealth Management

Learn why you may be able to retire earlier than you think.

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7 Mistakes to Avoid When You Have Less Than Two Years to Retirement

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7 Mistakes to Avoid When You Have Less Than Two Years to Retirement

7 Mistakes to Avoid When You Have Less Than Two Years to Retirement

Our 7 Mistakes to Avoid as you Prepare for Retirement planning 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

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7 Mistakes to Avoid When You Have Less Than Two Years to Retire

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Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

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Learn why you may be able to retire earlier than you think.

  • This field is for validation purposes and should be left unchanged.