Discover Strategies to Help Navigate the Winding Road to Retirement
As you may have noticed, there are a lot of factors to consider when preparing for retirement, and no shortage of ways to get there. So, how do you know which approach to take?
The Wehrly Group’s Patrick Wehrly (an enrolled agent admitted to practice before the IRS) and Daniel Martin (a Certified Tax Professional) wrote “Path to Success: Letting Taxes Guide Your Retirement” to help you better understand the road ahead. Navigating that journey often means overcoming detours, dead ends and forks in the road, including one of the most prevalent roadblocks: taxes. Inside, Patrick and Daniel share the strategies they regularly deploy to help families minimize their taxes in retirement.
Request your copy and you’ll also discover:
- What you can do to account for longer lifespans
- Ways to take Social Security and required minimum distributions as efficiently as possible
- Potential risks that could pose problems for your retirement nest egg
With so much to consider, sometimes the journey to retirement can feel overwhelming, but as the saying goes, “If you fail to plan, then you are planning to fail.”
So let’s get started and put your finances on a Path to Success!
Request Your Complimentary Copy!
"*" indicates required fields
Ready to Take the Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
