Latest / Kickin' with The Rickens: Redefining Retirement
Is “Dead Money” Hiding in Your Retirement Plan?
Is your retirement date based on a thoughtful strategy, or simply an age on the calendar? Heidi Ricken Provost and Gerry Ricken explain why retirement timing, Social Security, taxes, income, investments, healthcare, and legacy planning should work together around your individual purpose. They also explore “dead money,” the difference between tax preparation and tax planning, and why every dollar may need a specific job after your working years end. Discover how viewing retirement as a complete puzzle can bring greater clarity to the decisions ahead. Get your complimentary meeting…
The skinny
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