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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

Bernicke Education Center

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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    Altoona, WI 54720

About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 25 employees located outside Eau Claire, in Altoona, Wisconsin. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

© 2022 Bernicke Wealth Management, Ltd.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Learn why you may be able to retire earlier than you think.
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