Savant Wealth Management

Birthdays in Retirement Guide

Birthdays You Need to Remember for a Successful Retirement

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Birthdays usually bring thoughts of cake, candles, and presents, but as you draw closer to retirement, some birthdays and even “half-birthdays” become significant milestones in your retirement planning journey.

If you’re gearing up for retirement in the near future and have at least $750,000 in investable assets, it’s crucial to grasp which birthdays can impact your retirement income. Don’t forget to mark these pivotal dates on your calendar!

We typically work with clients who have at least $750,000 in assets. We also consider partnering with individuals and families who expect significant growth potential from a future inheritance, career trajectory, or other expected financial gains.

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