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If you’re planning for retirement, chances are you’ve reviewed your estimated Social Security payments. But have you done the math to see if your payments will be subject to income tax?

Retirement can be an exciting time that many eagerly await. But there may also be a sense of uneasiness or anxiety that accompanies this stage of life. Taking some time to think about where you are now, and what you can do to stay on track, can be beneficial and may ease those feelings of angst.

After years of focusing on saving as much as possible, in retirement you’ll need to switch gears and figure out a way to replace your paycheck with your savings. Cracking into your nest egg in a tax- and risk-efficient manner while reinvesting enough to support the rest of your life can be a complex and challenging topic.

Attaining a $1 million nest egg is a significant financial achievement. But you may wonder if this amount translates to a secure and comfortable retirement? In this episode of Ask a Savant Financial Advisor, Chris Ruedi provides insights to help you determine your retirement readiness.

Are you nearing retirement or planning for your future financial security? Social Security can be a critical component of your retirement income, and understanding how to maximize your benefits can significantly impact your financial well-being during your golden years.

If you split your time between a high-tax state and a low-tax state, one common question is, “Can I change my residency to save money on taxes?” The answer is – it depends.

In the face of life’s uncertainties, envisioning your retirement future can be daunting. Questions about financial security linger—will your funds last, and will you have all you need? The journey to confidence begins with action today.

Having meticulously planned and saved throughout your life, you’ve reached the moment of retirement! The excitement is palpable, but there might be lingering concerns about ensuring your assets cover all your needs.

This educational webinar explores vital steps and strategies needed to protect your assets upon retirement and leave a lasting legacy for generations to come.

Whether you are investing, safeguarding your assets, or planning for retirement, there are important questions you should ask a financial advisor this upcoming year.

Are you tired of being bombarded with financial myths and misinformation? Watch this enlightening and educational webinar.

It’s that time of year – time to think about year-end tax savings opportunities. Join our team of tax and estate professionals as they provide you with some year-end individual and business planning strategies to help better prepare you for the upcoming tax season.